Filed May 10, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $225,738 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Custodial (securit... | $198,192 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2655998 | Advisory (Plan) | $171,178 |
GRANT THORNTON LLP1 year Filed as: GRANT THORTON LLP Service code 10 · EIN 36-6055558 | Accounting | $15,880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,630 | $89,274+15.0% | $149,721-31.5% | $77,958+31.6% |
| Participation rate | 67.1% | 87.6%-20.5pp | 87.1%-20.0pp | 71.6%-4.5pp |
| Annual return | 17.25% | 20.36%-3.1pp | 1501.67%-1484.4pp | 20.87%-3.6pp |
| Employer contribution / active EE | $2,285 | $3,727-38.7% | $5,444-58.0% | $2,310-1.1% |
| Participant deferral / active EE | $3,464 | $5,382-35.6% | $6,568-47.3% | $3,537-2.0% |
| Admin fee / account holder | $163 | $240-32.0% | $11,282-98.6% | $97+67.6% |