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.5 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $35,969 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $30,621 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,758 | $85,135-14.5% | $98,907-26.4% | $73,409-0.9% |
| Participation rate | 93.8% | 81.1%+12.6pp | 76.0%+17.7pp | 72.2%+21.6pp |
| Annual return | 14.56% | 19.14%-4.6pp | 196.43%-181.9pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,739 | $2,721-36.1% | $2,689-35.3% | $2,234-22.2% |
| Participant deferral / active EE | $4,559 | $4,349+4.8% | $4,244+7.4% | $3,805+19.8% |
| Admin fee / account holder | $100 | $139-28.0% | $6,642-98.5% | $158-36.5% |