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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $58,377 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 PO BOX 2607 · JERSEY CITY, NJ 07303 | Advisory (Plan) | $24,199 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,422 | $56,540-65.6% | $185,851-89.5% | $86,821-77.6% |
| Participation rate | 79.5% | 65.5%+14.0pp | 81.7%-2.2pp | 72.3%+7.2pp |
| Annual return | 13.74% | 118.20%-104.5pp | 122.11%-108.4pp | 97.94%-84.2pp |
| Employer contribution / active EE | $538 | $1,844-70.8% | $5,168-89.6% | $2,406-77.6% |
| Participant deferral / active EE | $1,873 | $2,555-26.7% | $5,569-66.4% | $4,132-54.7% |
| Admin fee / account holder | $160 | $150+6.7% | $16,245-99.0% | $170-5.8% |