Filed February 20, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Claims processing; Participant loan p... | $31,945 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $26,111 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $6,732 |
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 | $63,372 | $50,919+24.5% | $155,556-59.3% | $77,762-18.5% |
| Participation rate | 50.8% | 63.1%-12.3pp | 78.2%-27.4pp | 70.6%-19.8pp |
| Annual return | 25.21% | 34.84%-9.6pp | 64.84%-39.6pp | 31.27%-6.1pp |
| Employer contribution / active EE | $1,261 | $1,991-36.7% | $4,675-73.0% | $2,728-53.8% |
| Participant deferral / active EE | $3,474 | $2,824+23.0% | $5,631-38.3% | $4,651-25.3% |
| Admin fee / account holder | $209 | $437-52.1% | $15,885-98.7% | $433-51.7% |