Filed January 6, 2006
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 37 · EIN 27-2037969 | Loan Processing | $38,385 |
Filed as: MORGAN STANLEY Service code 27 · EIN 63-1156117 | Advisory (Plan) | $33,750 |
BOWMAN & COMPANY LLP1 year Filed as: BOWMAN AND COMPANY LLP Service code 10 601 WHITE HORSE RD. · VOORHEES, NJ 08043 | Accounting | $12,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,158 | $91,439+150.6% | $135,974+68.5% | $71,511+220.5% |
| Participation rate | 89.0% | 75.7%+13.3pp | 81.9%+7.1pp | 67.9%+21.0pp |
| Annual return | 22.59% | 29.90%-7.3pp | 68.30%-45.7pp | 28.86%-6.3pp |
| Employer contribution / active EE | $4,971 | $3,705+34.2% | $4,859+2.3% | $2,589+92.0% |
| Participant deferral / active EE | $9,454 | $7,093+33.3% | $7,760+21.8% | $4,291+120.3% |
| Admin fee / account holder | $528 | $1,267-58.3% | $10,767-95.1% | $1,588-66.7% |