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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Claims processing; Sub-transfer agenc... | $22,946 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 805 SW BROADWAY, SUITE 2300 · PORTLAND, OR 97205 | Advisory (Plan) | $12,191 |
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 | $42,991 | $51,466-16.5% | $78,778-45.4% | $62,293-31.0% |
| Participation rate | 92.3% | 59.8%+32.5pp | 69.2%+23.1pp | 69.5%+22.8pp |
| Annual return | 20.04% | 19.96%+0.1pp | 35.62%-15.6pp | 28.90%-8.9pp |
| Employer contribution / active EE | $256 | $827-69.1% | $1,986-87.1% | $2,042-87.5% |
| Participant deferral / active EE | $2,747 | $2,147+27.9% | $2,958-7.2% | $3,169-13.3% |
| Admin fee / account holder | $245 | $489-50.0% | $5,134-95.2% | $479-48.9% |