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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 26 WATER TOWER HILL · COLCHESTER, VT 05446 | Advisory (Participants) | $80,196 |
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $41,964 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 58-1428634 | Bank Trustee | $13,962 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,607 | $82,188+27.3% | $125,391-16.6% | $64,824+61.4% |
| Participation rate | 98.1% | 77.9%+20.2pp | 82.4%+15.8pp | 71.5%+26.7pp |
| Annual return | -17.54% | 3.50%-21.0pp | 572.41%-590.0pp | 32.84%-50.4pp |
| Employer contribution / active EE | $3,320 | $3,617-8.2% | $4,816-31.1% | $2,507+32.4% |
| Participant deferral / active EE | $9,076 | $7,177+26.5% | $7,448+21.9% | $4,311+110.5% |
| Admin fee / account holder | $320 | $163+96.2% | $10,009-96.8% | $188+70.5% |