Filed June 1, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 3500 COLONNADE PARKWAY · BIRMINGHAM, AL 35243 | Advisory (Plan) | $37,863 |
NEWPORT GROUP, INC.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $30,026 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $7,536 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,057 | $129,021-58.1% | $184,203-70.7% | $77,643-30.4% |
| Participation rate | 94.7% | 87.3%+7.4pp | 86.8%+7.9pp | 70.6%+24.1pp |
| Annual return | 19.50% | 33.27%-13.8pp | 28.81%-9.3pp | 31.24%-11.7pp |
| Employer contribution / active EE | $5,541 | $4,413+25.6% | $6,427-13.8% | $2,726+103.3% |
| Participant deferral / active EE | $2,892 | $7,297-60.4% | $9,131-68.3% | $4,647-37.8% |
| Admin fee / account holder | $243 | $254-4.5% | $13,901-98.3% | $430-43.7% |