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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 2000 WESTCHESTER AVE · PURCASE, NY 10577 | Advisory (Participants) | $42,041 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $15,046 |
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 | $68,630 | $71,192-3.6% | $117,861-41.8% | $62,293+10.2% |
| Participation rate | 91.9% | 74.2%+17.7pp | 79.7%+12.2pp | 69.5%+22.4pp |
| Annual return | 17.88% | 18.66%-0.8pp | 335.11%-317.2pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,506 | $1,934-22.1% | $3,786-60.2% | $2,042-26.3% |
| Participant deferral / active EE | $1,771 | $3,189-44.5% | $4,482-60.5% | $3,169-44.1% |
| Admin fee / account holder | $268 | $587-54.4% | $8,021-96.7% | $479-44.1% |