Filed December 3, 2014 (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 |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: NEWPORT CAPITAL GROUP Service code 17 · EIN 86-1109193 | Pension Consulting | $61,472 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,957 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$68,229 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $429,265 | $89,739+378.3% | $149,721+186.7% | $62,293+589.1% |
| Participation rate | 97.6% | 85.1%+12.5pp | 87.1%+10.5pp | 69.5%+28.1pp |
| Annual return | 18.30% | 21.01%-2.7pp | 1501.67%-1483.4pp | 28.90%-10.6pp |
| Employer contribution / active EE | $24,297 | $3,233+651.5% | $5,444+346.3% | $2,042+1089.7% |
| Participant deferral / active EE | $15,428 | $4,797+221.6% | $6,568+134.9% | $3,169+386.8% |
| Admin fee / account holder | $9 | $551-98.4% | $11,282-99.9% | $479-98.1% |