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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5+ years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $25,984 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 2000 WESTCHESTER AVE · PURCASE, NY 10577 | Advisory (Participants) | $24,999 |
Participant 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 | $71,899 | $86,341-16.7% | $125,195-42.6% | $65,186+10.3% |
| Participation rate | 92.4% | 75.3%+17.1pp | 79.8%+12.6pp | 70.2%+22.2pp |
| Annual return | 19.54% | 27.44%-7.9pp | 43.79%-24.3pp | 29.39%-9.8pp |
| Employer contribution / active EE | $1,657 | $2,040-18.8% | $3,866-57.2% | $2,177-23.9% |
| Participant deferral / active EE | $1,659 | $3,538-53.1% | $4,937-66.4% | $3,514-52.8% |
| Admin fee / account holder | $273 | $609-55.2% | $9,704-97.2% | $847-67.8% |