Filed November 2, 2004
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.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $213,931 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $162,303 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (direct... | $9,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,136 | $50,169-10.0% | $149,740-69.9% | $80,187-43.7% |
| Participation rate | 62.1% | 64.3%-2.2pp | 78.8%-16.7pp | 72.9%-10.8pp |
| Annual return | 15.55% | 29.82%-14.3pp | 134.51%-119.0pp | 40.40%-24.9pp |
| Employer contribution / active EE | $1,345 | $1,869-28.1% | $4,821-72.1% | $2,980-54.9% |
| Participant deferral / active EE | $1,560 | $3,194-51.1% | $5,683-72.5% | $5,016-68.9% |
| Admin fee / account holder | $127 | $153-16.9% | $13,222-99.0% | $145-12.5% |