Filed January 23, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Partici... | $187,451 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Trustee (directed); Account maintenan... | $0 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Custodial (securi... | $0 |
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 | $56,638 | $41,256+37.3% | $86,593-34.6% | $77,958-27.3% |
| Participation rate | 97.9% | 63.0%+34.9pp | 73.5%+24.4pp | 71.6%+26.3pp |
| Annual return | 19.08% | 17.67%+1.4pp | 965.08%-946.0pp | 20.87%-1.8pp |
| Employer contribution / active EE | $3,454 | $1,613+114.2% | $2,840+21.6% | $2,310+49.5% |
| Participant deferral / active EE | $5,102 | $2,332+118.8% | $3,609+41.4% | $3,537+44.3% |
| Admin fee / account holder | $114 | $71+60.4% | $4,904-97.7% | $97+16.6% |