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 | $77,814-10.5% | $158,223-56.0% | $86,983-19.9% |
| Participation rate | 88.0% | 68.4%+19.5pp | 79.2%+8.8pp | 69.5%+18.4pp |
| Annual return | 13.04% | 30.54%-17.5pp | 52.09%-39.1pp | 25.83%-12.8pp |
| Employer contribution / active EE | $6,828 | $2,592+163.4% | $4,109+66.2% | $2,584+164.2% |
| Participant deferral / active EE | $4,136 | $3,270+26.5% | $5,467-24.3% | $4,194-1.4% |
| Admin fee / account holder | $221 | $5,879-96.2% | $16,047-98.6% | $7,856-97.2% |