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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC. Service code 19 · EIN 26-4310632 | Securities Custodian | $33,011 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Recordkeeping and information managem... | $25,650 |
MARTIN C. RAPAPORT, C.P.A, P.A.1+ years Filed as: MARTIN C. RAPAPORT, C.P.A., P.A. Service code 10 · EIN 65-0326545 | Accounting | $8,500 |
MATRIX TRUST COMPANY1+ years Service code 12 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $5,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,509 | $52,884+78.7% | $84,753+11.5% | $55,167+71.3% |
| Participation rate | 63.5% | 67.5%-4.0pp | 76.6%-13.1pp | 69.0%-5.5pp |
| Annual return | 1.39% | 18.03%-16.6pp | 22.78%-21.4pp | 169.23%-167.8pp |
| Employer contribution / active EE | $202 | $2,233-90.9% | $3,574-94.3% | $1,963-89.7% |
| Participant deferral / active EE | $1,770 | $2,644-33.1% | $3,712-52.3% | $3,054-42.1% |
| Admin fee / account holder | $367 | $581-36.7% | $5,333-93.1% | $504-27.1% |