Filed February 20, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 12 · EIN 27-2037969 | Participant loan processing; Sub-tran... | $24,728 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $18,969 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,662 | $62,928-8.4% | $172,739-66.6% | $67,579-14.7% |
| Participation rate | 49.4% | 64.5%-15.1pp | 82.6%-33.2pp | 71.3%-21.9pp |
| Annual return | 3.58% | 30.36%-26.8pp | 802.84%-799.3pp | 378.56%-375.0pp |
| Employer contribution / active EE | $267 | $1,636-83.7% | $5,143-94.8% | $2,148-87.6% |
| Participant deferral / active EE | $2,451 | $2,145+14.3% | $5,198-52.8% | $3,539-30.7% |
| Admin fee / account holder | $193 | $167+16.0% | $13,954-98.6% | $142+35.8% |