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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 11 · EIN 62-1868111 | Actuarial | $90,406 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY & CO. INC. Service code 27 · EIN 13-2655998 | Advisory (Plan) | $60,902 |
COHNREZNICK LLP1+ years Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $10,000 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -1.23% | 4.01%-5.2pp | -2.01%+0.8pp | 1.67%-2.9pp |
| Employer contribution / active EE | $0 | $6,352-100.0% | $34,453-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |