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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 | Recordkeeping and information managem... | $27,858 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $15,190 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Claims processing; Sub-transfer agenc... | $8,643 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Custodial (... | $5,687 |
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 | $62,645 | $56,640+10.6% | $78,002-19.7% | $55,167+13.6% |
| Participation rate | 87.3% | 73.3%+14.0pp | 75.5%+11.7pp | 69.0%+18.3pp |
| Annual return | 6.97% | 2868.48%-2861.5pp | 425.99%-419.0pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,434 | $1,724-16.8% | $2,470-41.9% | $1,963-26.9% |
| Participant deferral / active EE | $4,128 | $2,778+48.6% | $3,497+18.0% | $3,054+35.1% |
| Admin fee / account holder | $94 | $467-79.9% | $5,481-98.3% | $504-81.4% |