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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OP. Service code 26 1300 THAMES STREET WHARF · BALITMORE, MD 21231 | Advisory (Participants) | $54,301 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $15,423 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $413,430 | $77,816+431.3% | $123,552+234.6% | $64,173+544.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 1.63% | 12.49%-10.9pp | 119.20%-117.6pp | 7.63%-6.0pp |
| Employer contribution / active EE | $20,534 | $3,014+581.3% | $4,628+343.7% | $2,381+762.5% |
| Participant deferral / active EE | $4,093 | $5,240-21.9% | $6,426-36.3% | $3,470+18.0% |
| Admin fee / account holder | $10,640 | $5,519+92.8% | $9,285+14.6% | $4,887+117.7% |