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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $150,834 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $97,614 |
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $70,680 |
DICLAUDIO & KRAMER, LLC9+ years Service code 10 · EIN 27-0889793 | Accounting | $28,537 |
MEYER, UNKOVIC & SCOTT4 years Filed as: MEYER, UNKOVIC, & SCOTT Service code 29 · EIN 25-1344985 | Legal | $16,672 |
TUCKER ARENSBERG9+ years Service code 29 · EIN 25-1425735 | Legal | $10,483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,479-100.0% | $96,520-100.0% | $80,149-100.0% |
| Participation rate | 0.0% | 79.9%-79.9pp | 74.3%-74.3pp | 72.9%-72.9pp |
| Annual return | 12.04% | 22.53%-10.5pp | 35.72%-23.7pp | 40.39%-28.3pp |
| Employer contribution / active EE | $4,230 | $4,177+1.3% | $3,739+13.1% | $2,977+42.1% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,879-100.0% | $5,015-100.0% |
| Admin fee / account holder | $0 | $211-100.0% | $6,733-100.0% | $145-100.0% |