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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Sub-transfer agency fees; Claims proc... | $10,643 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 805 SW BROADWAY, SUITE 2300 · PORTLAND, OR 97205 | Advisory (Plan) | $10,119 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,124 | $39,245-15.6% | $64,105-48.3% | $52,331-36.7% |
| Participation rate | 89.4% | 58.2%+31.1pp | 68.2%+21.2pp | 68.1%+21.3pp |
| Annual return | -1.67% | 14.79%-16.5pp | 791.24%-792.9pp | 4.54%-6.2pp |
| Employer contribution / active EE | $102 | $736-86.1% | $1,820-94.4% | $1,882-94.6% |
| Participant deferral / active EE | $1,925 | $1,992-3.3% | $2,822-31.8% | $3,022-36.3% |
| Admin fee / account holder | $139 | $592-76.5% | $4,499-96.9% | $592-76.5% |