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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $38,116 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $21,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,808 | $54,193-39.5% | $93,606-65.0% | $77,643-57.7% |
| Participation rate | 39.4% | 63.9%-24.5pp | 68.7%-29.3pp | 70.6%-31.1pp |
| Annual return | 11.51% | 30.54%-19.0pp | 133.20%-121.7pp | 31.24%-19.7pp |
| Employer contribution / active EE | $721 | $1,168-38.2% | $2,420-70.2% | $2,726-73.5% |
| Participant deferral / active EE | $1,264 | $3,144-59.8% | $4,411-71.3% | $4,647-72.8% |
| Admin fee / account holder | $201 | $576-65.1% | $8,285-97.6% | $430-53.4% |