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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $27,955 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 PO BOX 2607 · JERSEY CITY, NJ 07303 | Advisory (Plan) | $21,659 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,590 | $47,180-64.8% | $149,723-88.9% | $74,473-77.7% |
| Participation rate | 88.0% | 63.4%+24.6pp | 78.8%+9.2pp | 70.7%+17.3pp |
| Annual return | 13.54% | 22.75%-9.2pp | 134.50%-121.0pp | 34.36%-20.8pp |
| Employer contribution / active EE | $602 | $1,907-68.5% | $4,821-87.5% | $2,638-77.2% |
| Participant deferral / active EE | $2,180 | $2,730-20.2% | $5,682-61.6% | $4,530-51.9% |
| Admin fee / account holder | $86 | $343-75.0% | $13,215-99.4% | $347-75.3% |