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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 ONE COWBOYS WAY · FRISCO, TX 75034 | Advisory (Participants) | $18,641 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $9,903 |
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 | $25,205 | $61,356-58.9% | $149,696-83.2% | $71,511-64.8% |
| Participation rate | 87.2% | 62.5%+24.7pp | 78.8%+8.4pp | 67.9%+19.3pp |
| Annual return | 36.82% | 35.86%+1.0pp | 134.46%-97.6pp | 28.86%+8.0pp |
| Employer contribution / active EE | $1,953 | $2,382-18.0% | $4,821-59.5% | $2,589-24.6% |
| Participant deferral / active EE | $5,696 | $2,920+95.1% | $5,682+0.2% | $4,291+32.7% |
| Admin fee / account holder | $115 | $1,263-90.9% | $13,212-99.1% | $1,588-92.8% |