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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 PO BOX 2607 · JERSEY CITY, NJ 07303 | Advisory (Plan) | $12,976 |
NEWPORT GROUP, INC.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $11,733 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,082 | $55,470-92.6% | $155,556-97.4% | $74,478-94.5% |
| Participation rate | 91.1% | 61.9%+29.2pp | 78.2%+12.8pp | 67.2%+23.8pp |
| Annual return | -96.15% | 269.80%-366.0pp | 64.84%-161.0pp | 1370.56%-1466.7pp |
| Employer contribution / active EE | $1,404 | $2,267-38.1% | $4,675-70.0% | $2,626-46.5% |
| Participant deferral / active EE | $5,383 | $2,838+89.7% | $5,631-4.4% | $4,350+23.7% |
| Admin fee / account holder | $160 | $1,744-90.8% | $15,885-99.0% | $1,946-91.8% |