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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Claims proc... | $13,322 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 805 SW BROADWAY, SUITE 2300 · PORTLAND, OR 97205 | Advisory (Plan) | $10,347 |
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 | $34,727 | $42,546-18.4% | $71,796-51.6% | $55,167-37.1% |
| Participation rate | 89.8% | 59.1%+30.7pp | 69.1%+20.7pp | 69.0%+20.8pp |
| Annual return | 8.24% | 12.36%-4.1pp | 78.04%-69.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $189 | $803-76.5% | $1,924-90.2% | $1,963-90.4% |
| Participant deferral / active EE | $2,325 | $2,064+12.6% | $2,794-16.8% | $3,054-23.9% |
| Admin fee / account holder | $162 | $650-75.1% | $4,815-96.6% | $504-67.9% |