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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,280 |
Filed as: MORGAN STANLEY INV. Service code 26 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Participants) | $7,487 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,748 | $49,138+41.9% | $84,021-17.0% | $65,185+7.0% |
| Participation rate | 36.3% | 60.7%-24.5pp | 69.0%-32.7pp | 70.2%-33.9pp |
| Annual return | 22.59% | 23.00%-0.4pp | 71.32%-48.7pp | 29.38%-6.8pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,696 | $2,397+12.5% | $3,239-16.8% | $3,514-23.3% |
| Admin fee / account holder | $306 | $543-43.6% | $6,102-95.0% | $847-63.8% |