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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $57,448 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OP. Service code 26 1300 THAMES STREET WHARF · BALITMORE, MD 21231 | Advisory (Participants) | $12,429 |
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 | $509,769 | $98,766+416.1% | $149,730+240.5% | $79,852+538.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.34% | 27.43%-14.1pp | 276.70%-263.4pp | 31.72%-18.4pp |
| Employer contribution / active EE | $20,303 | $3,217+531.1% | $4,645+337.1% | $2,471+721.6% |
| Participant deferral / active EE | $4,439 | $5,681-21.9% | $6,843-35.1% | $3,740+18.7% |
| Admin fee / account holder | $19,029 | $6,052+214.4% | $9,310+104.4% | $5,306+258.6% |