Filed August 9, 2018 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $734,030 |
AMERICAN FUNDS2 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $155,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,017 | $73,283-0.4% | $155,556-53.1% | $106,553-31.5% |
| Participation rate | 0.0% | 73.3%-73.3pp | 78.2%-78.2pp | 69.8%-69.8pp |
| Annual return | 17.15% | 15.76%+1.4pp | 64.84%-47.7pp | 17.37%-0.2pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,675-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $6,500 | $4,567+42.3% | $5,631+15.4% | $5,562+16.9% |
| Admin fee / account holder | $70 | $56+26.0% | $15,885-99.6% | $80-11.5% |