Filed February 20, 2026 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $36,493 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Claims proc... | $29,088 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,799 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,968 | $47,135+10.3% | $149,717-65.3% | $74,440-30.2% |
| Participation rate | 53.2% | 63.4%-10.2pp | 78.8%-25.6pp | 70.7%-17.5pp |
| Annual return | 12.36% | 22.75%-10.4pp | 134.41%-122.0pp | 34.37%-22.0pp |
| Employer contribution / active EE | $820 | $1,906-57.0% | $4,820-83.0% | $2,638-68.9% |
| Participant deferral / active EE | $3,345 | $2,728+22.6% | $5,682-41.1% | $4,529-26.1% |
| Admin fee / account holder | $241 | $343-29.6% | $13,213-98.2% | $348-30.7% |