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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $51,559 |
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $23,162 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 25 · EIN 27-4411131 | Directed Trustee | $7,936 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,703 | $91,439+79.0% | $135,974+20.4% | $71,511+128.9% |
| Participation rate | 98.4% | 75.7%+22.8pp | 81.9%+16.5pp | 67.9%+30.5pp |
| Annual return | 18.08% | 29.90%-11.8pp | 68.30%-50.2pp | 28.86%-10.8pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $12,310 | $7,093+73.6% | $7,760+58.6% | $4,291+186.9% |
| Admin fee / account holder | $464 | $1,267-63.3% | $10,767-95.7% | $1,588-70.8% |