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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 11 · EIN 27-2037969 | Actuarial | $96,246 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY & CO. INC. Service code 27 · EIN 13-2655998 | Advisory (Plan) | $44,083 |
BCG SECURITIES1 year Filed as: BCG PENSION RISK CONSULTANTS, INC Service code 13 · EIN 47-3313152 | Contract Administrator | $35,000 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $17,850 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 5.69% | 10.64%-5.0pp | 90.61%-84.9pp | 11.45%-5.8pp |
| Employer contribution / active EE | $1,973 | $11,339-82.6% | $32,730-94.0% | $17,219-88.5% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |