Filed January 22, 2015
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $43,930 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $20,040 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $94,688 | $74,089+27.8% | $133,975-29.3% | $55,167+71.6% |
| Participation rate | 89.9% | 84.3%+5.6pp | 87.1%+2.9pp | 69.0%+20.9pp |
| Annual return | 6.45% | 12.11%-5.7pp | 29.29%-22.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $3,809 | $3,064+24.3% | $5,211-26.9% | $1,963+94.1% |
| Participant deferral / active EE | $4,529 | $4,678-3.2% | $6,282-27.9% | $3,054+48.3% |
| Admin fee / account holder | $454 | $458-1.0% | $9,324-95.1% | $504-10.0% |