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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $69,120 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 28 PO BOX 2607 · JERSEY CITY, NJ 07303 | Investment Management | $17,576 |
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 | $12,476 | $62,928-80.2% | $172,753-92.8% | $67,582-81.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 29.55% | 30.36%-0.8pp | 803.00%-773.4pp | 378.57%-349.0pp |
| Employer contribution / active EE | $464 | $1,636-71.6% | $5,144-91.0% | $2,148-78.4% |
| Participant deferral / active EE | $1,456 | $2,145-32.1% | $5,198-72.0% | $3,539-58.9% |
| Admin fee / account holder | $128 | $167-23.1% | $13,956-99.1% | $142-10.0% |