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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Participant loan processing; Sub-tran... | $70,139 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 28 PO BOX 2607 · JERSEY CITY, NJ 07303 | Investment Management | $16,694 |
HW&CO.1 year Service code 10 · EIN 34-1663157 | Accounting | $8,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,020 | $46,173-71.8% | $170,435-92.4% | $69,631-81.3% |
| Participation rate | 74.7% | 63.9%+10.9pp | 83.6%-8.8pp | 70.7%+4.1pp |
| Annual return | 16.89% | 21.62%-4.7pp | 205.94%-189.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $388 | $1,610-75.9% | $5,432-92.9% | $2,032-80.9% |
| Participant deferral / active EE | $1,157 | $2,080-44.4% | $4,939-76.6% | $3,224-64.1% |
| Admin fee / account holder | $141 | $116+21.9% | $13,881-99.0% | $110+28.0% |