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 | $82,549 |
Filed as: RAYMOND JAMES Service code 13 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Contract Administrator | $49,965 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT GROUP INC Service code 13 300 PRIMERA BLVD STE 200 · LAKE MARY, FL 32746 | Contract Administrator | $11,992 |
Filed as: GREAT WEST TRUST COMPANY, LLC Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $6,546 |
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 | $211,288 | $185,342+14.0% | $111,319+89.8% | $86,828+143.3% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 17.64% | 500.80%-483.2pp | 54.68%-37.0pp | 97.95%-80.3pp |
| Employer contribution / active EE | $11,040 | $2,246+391.5% | $2,732+304.1% | $2,406+358.8% |
| Participant deferral / active EE | $14,785 | $4,458+231.6% | $4,488+229.5% | $4,132+257.8% |
| Admin fee / account holder | $285 | $255+11.6% | $7,966-96.4% | $170+68.1% |