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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 ONE COWBOYS WAY · FRISCO, TX 75034 | Advisory (Participants) | $34,076 |
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $10,156 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,166 | $55,470-38.4% | $155,556-78.0% | $74,478-54.1% |
| Participation rate | 83.5% | 61.9%+21.6pp | 78.2%+5.3pp | 67.2%+16.3pp |
| Annual return | 20.61% | 269.80%-249.2pp | 64.84%-44.2pp | 1370.56%-1350.0pp |
| Employer contribution / active EE | $1,551 | $2,267-31.6% | $4,675-66.8% | $2,626-40.9% |
| Participant deferral / active EE | $5,264 | $2,838+85.5% | $5,631-6.5% | $4,350+21.0% |
| Admin fee / account holder | $184 | $1,744-89.4% | $15,885-98.8% | $1,946-90.5% |