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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $75,958 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 26 411 E WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Participants) | $46,577 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $23,610 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,518 | $106,028+73.1% | $146,958+24.9% | $77,643+136.4% |
| Participation rate | 94.3% | 78.4%+15.9pp | 82.2%+12.1pp | 70.6%+23.7pp |
| Annual return | 13.30% | 56.73%-43.4pp | 418.34%-405.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,693 | $4,063-58.3% | $4,933-65.7% | $2,726-37.9% |
| Participant deferral / active EE | $9,587 | $7,990+20.0% | $8,070+18.8% | $4,647+106.3% |
| Admin fee / account holder | $345 | $337+2.1% | $12,998-97.3% | $430-19.9% |