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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $188,625 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $91,111 |
TUCKER ARENSBERG8+ years Service code 29 · EIN 25-1425735 | Legal | $29,620 |
CENTRAL DATA SERVICES8+ years Service code 13 · EIN 25-1352803 | Contract Administrator | $24,000 |
DICLAUDIO & KRAMER, LLC8+ years Service code 10 · EIN 27-0889793 | Accounting | $20,034 |
MEYER, UNKOVIC & SCOTT3 years Filed as: MEYER, UNKOVIC, & SCOTT Service code 29 · EIN 25-1344985 | Legal | $11,774 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,724 | $76,774-71.7% | $112,249-80.6% | $77,906-72.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -15.33% | -10.25%-5.1pp | 27.48%-42.8pp | 12.16%-27.5pp |
| Employer contribution / active EE | $3,741 | $3,977-5.9% | $3,636+2.9% | $2,846+31.4% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $133 | $239-44.2% | $6,412-97.9% | $133+0.5% |