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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $46,540 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 PO BOX 2607 · JERSEY CITY, NJ 07303 | Advisory (Plan) | $22,168 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,087 | $46,332-67.4% | $143,797-89.5% | $64,824-76.7% |
| Participation rate | 84.4% | 64.2%+20.2pp | 80.3%+4.1pp | 71.5%+12.9pp |
| Annual return | -14.07% | -10.05%-4.0pp | -0.04%-14.0pp | 32.84%-46.9pp |
| Employer contribution / active EE | $555 | $1,911-71.0% | $4,952-88.8% | $2,507-77.9% |
| Participant deferral / active EE | $1,926 | $2,647-27.3% | $5,638-65.8% | $4,311-55.3% |
| Admin fee / account holder | $124 | $154-19.7% | $14,679-99.2% | $188-34.2% |