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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $74,379 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 28 PO BOX 2607 · JERSEY CITY, NJ 07303 | Investment Management | $18,327 |
HW&CO.2 years Service code 10 · EIN 34-1663157 | Accounting | $10,250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,583 | $37,196-71.5% | $154,108-93.1% | $55,725-81.0% |
| Participation rate | 77.9% | 64.1%+13.8pp | 83.0%-5.1pp | 70.9%+7.0pp |
| Annual return | -5.00% | 1319.68%-1324.7pp | 735.21%-740.2pp | 244.93%-249.9pp |
| Employer contribution / active EE | $425 | $1,614-73.7% | $5,298-92.0% | $2,078-79.6% |
| Participant deferral / active EE | $1,299 | $2,068-37.2% | $5,081-74.4% | $3,356-61.3% |
| Admin fee / account holder | $137 | $102+34.9% | $13,411-99.0% | $115+19.0% |