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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 11 · EIN 27-2037969 | Actuarial | $112,933 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY & CO. INC. Service code 27 · EIN 13-2655998 | Advisory (Plan) | $54,328 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -6.00% | -2.48%-3.5pp | -102.04%+96.0pp | 0.19%-6.2pp |
| Employer contribution / active EE | $334 | $7,648-95.6% | $36,232-99.1% | $13,763-97.6% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |