Filed January 23, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $260,720 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $39,624 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Account maintenance fees; Trustee (di... | $10,704 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,781 | $34,495+44.3% | $78,677-36.7% | $63,975-22.2% |
| Participation rate | 98.5% | 60.8%+37.8pp | 73.6%+25.0pp | 71.1%+27.4pp |
| Annual return | 10.09% | 11.62%-1.5pp | 62.19%-52.1pp | 48.65%-38.6pp |
| Employer contribution / active EE | $3,185 | $1,398+127.8% | $2,850+11.7% | $2,182+46.0% |
| Participant deferral / active EE | $4,917 | $2,100+134.1% | $3,517+39.8% | $3,356+46.5% |
| Admin fee / account holder | $104 | $68+52.6% | $4,510-97.7% | $70+47.3% |