Filed May 10, 2018 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Claims processing... | $270,015 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2655998 | Advisory (Plan) | $65,346 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,037 | $112,711-9.5% | $170,055-40.0% | $80,187+27.2% |
| Participation rate | 88.1% | 87.4%+0.7pp | 87.0%+1.1pp | 72.9%+15.1pp |
| Annual return | 17.85% | 67.06%-49.2pp | 53.43%-35.6pp | 40.40%-22.6pp |
| Employer contribution / active EE | $4,302 | $4,488-4.1% | $6,790-36.6% | $2,980+44.4% |
| Participant deferral / active EE | $5,366 | $7,861-31.7% | $10,410-48.5% | $5,016+7.0% |
| Admin fee / account holder | $115 | $99+16.1% | $12,828-99.1% | $145-20.4% |