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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 555 CAPITOL MALL · SACRAMENTO, CA 95814 | Advisory (Plan) | $14,475 |
NEWPORT GROUP, INC.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $11,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,168 | $62,715+21.5% | $104,301-27.0% | $66,938+13.8% |
| Participation rate | 51.9% | 59.6%-7.7pp | 73.3%-21.4pp | 69.8%-17.9pp |
| Annual return | -14.04% | -14.70%+0.7pp | 24.61%-38.7pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,762 | $1,976-10.8% | $3,373-47.7% | $2,545-30.8% |
| Participant deferral / active EE | $3,418 | $2,852+19.9% | $4,626-26.1% | $4,238-19.3% |
| Admin fee / account holder | $256 | $657-61.0% | $7,340-96.5% | $594-56.8% |