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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Recordkeeping fees; Sub-transfer agen... | $35,797 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 28 PO BOX 2607 · JERSEY CITY, NJ 07303 | Investment Management | $15,856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,373 | $36,916-61.1% | $156,551-90.8% | $57,658-75.1% |
| Participation rate | 63.9% | 63.4%+0.5pp | 84.0%-20.1pp | 70.2%-6.3pp |
| Annual return | 8.63% | 12.38%-3.8pp | 32.23%-23.6pp | 5.13%+3.5pp |
| Employer contribution / active EE | $350 | $1,571-77.7% | $5,501-93.6% | $1,974-82.3% |
| Participant deferral / active EE | $1,056 | $1,926-45.1% | $4,871-78.3% | $3,061-65.5% |
| Admin fee / account holder | $78 | $82-5.7% | $13,028-99.4% | $95-17.7% |