Filed October 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $28,890 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,341 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,661 | $78,690-11.5% | $161,489-56.9% | $87,485-20.4% |
| Participation rate | 88.0% | 67.5%+20.5pp | 78.7%+9.3pp | 68.9%+19.0pp |
| Annual return | 13.04% | 32.74%-19.7pp | 89.72%-76.7pp | 26.06%-13.0pp |
| Employer contribution / active EE | $6,828 | $2,588+163.8% | $4,268+60.0% | $2,596+163.0% |
| Participant deferral / active EE | $4,136 | $3,311+24.9% | $5,630-26.5% | $4,274-3.2% |
| Admin fee / account holder | $221 | $6,724-96.7% | $16,006-98.6% | $7,775-97.2% |