Filed August 3, 2006 (most recent of 7 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PUTNAM INVESTMENTS Service code 50 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Direct Payment | $64,899 |
Filed as: RAYMOND JAMES Service code 13 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Contract Administrator | $50,000 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT GROUP INC Service code 13 300 PRIMERA BLVD STE 200 · LAKE MARY, FL 32746 | Contract Administrator | $12,000 |
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 | $191,540 | $79,519+140.9% | $95,968+99.6% | $73,415+160.9% |
| Participation rate | 92.8% | 81.2%+11.6pp | 77.1%+15.7pp | 72.2%+20.6pp |
| Annual return | 16.17% | 19.20%-3.0pp | 91.65%-75.5pp | 59.30%-43.1pp |
| Employer contribution / active EE | $11,004 | $2,048+437.4% | $2,542+333.0% | $2,234+392.6% |
| Participant deferral / active EE | $13,968 | $4,138+237.5% | $4,167+235.2% | $3,806+267.0% |
| Admin fee / account holder | $243 | $184+32.0% | $6,798-96.4% | $158+54.1% |