Filed August 7, 1995 (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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $31,796 |
Filed as: AXA ADVISORS Service code 28 350 ESSJAY RD 300 · WILLIAMSVILLE, NY 14221 | Investment Management | $27,486 |
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 11 200 JOHN JAMES AUDUBON PARK, STE100 · AMHERST, NY 14228 | Actuarial | $15,506 |
RBC WEALTH MANAGEMENT2+ years Service code 28 · EIN 41-1416330 6225 SHERIDAN DR., SUITE 318 · WILLIAMSVILLE, NY 14221 | Investment Management | $10,347 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,953 | $39,859-60.0% | $78,676-79.7% | $57,658-72.3% |
| Participation rate | 72.3% | 66.1%+6.2pp | 73.6%-1.2pp | 70.2%+2.1pp |
| Annual return | 8.05% | 18.96%-10.9pp | 62.19%-54.1pp | 5.13%+2.9pp |
| Employer contribution / active EE | $3,091 | $1,786+73.1% | $2,850+8.4% | $1,974+56.6% |
| Participant deferral / active EE | $1,610 | $2,248-28.4% | $3,517-54.2% | $3,061-47.4% |
| Admin fee / account holder | $114 | $76+50.0% | $4,510-97.5% | $95+20.9% |