Filed April 27, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $89,901 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 1000 HARBOR BLVD · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $30,621 |
NEWPORT GROUP, INC.9 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $15,329 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,921 | $92,186-24.2% | $105,624-33.8% | $77,762-10.1% |
| Participation rate | 97.8% | 81.0%+16.8pp | 75.3%+22.5pp | 70.6%+27.2pp |
| Annual return | 13.06% | 17.83%-4.8pp | 116.20%-103.1pp | 31.27%-18.2pp |
| Employer contribution / active EE | $2,080 | $3,376-38.4% | $3,168-34.3% | $2,728-23.8% |
| Participant deferral / active EE | $5,303 | $5,395-1.7% | $5,013+5.8% | $4,651+14.0% |
| Admin fee / account holder | $192 | $219-12.2% | $10,961-98.2% | $433-55.5% |