Filed February 20, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 37 · EIN 27-2037969 | Loan Processing | $58,999 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $27,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,019 | $46,464+33.5% | $150,298-58.7% | $79,634-22.1% |
| Participation rate | 51.4% | 57.0%-5.6pp | 77.8%-26.4pp | 62.5%-11.1pp |
| Annual return | 11.80% | 27.89%-16.1pp | 62.79%-51.0pp | 36.46%-24.7pp |
| Employer contribution / active EE | $1,119 | $1,512-26.0% | $4,154-73.1% | $2,529-55.8% |
| Participant deferral / active EE | $3,308 | $2,157+53.4% | $5,453-39.3% | $3,835-13.7% |
| Admin fee / account holder | $266 | $891-70.1% | $14,116-98.1% | $1,002-73.4% |