Filed January 23, 2006 (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 FUNDS10+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 12 BROAD STREET 5TH FLOOR · RED BANK, NJ 07701 | Advisory (Plan) | $399,715 |
BDO USA, LLP1 year Filed as: BDO USA, P.C Service code 10 · EIN 13-5381590 | Accounting | $66,122 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $39,989 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,560 | $122,585+84.0% | $184,256+22.4% | $200,096+12.7% |
| Participation rate | 97.0% | 86.9%+10.1pp | 86.8%+10.2pp | 72.0%+25.0pp |
| Annual return | 13.15% | 144.12%-131.0pp | 28.85%-15.7pp | 34.26%-21.1pp |
| Employer contribution / active EE | $7,777 | $4,571+70.1% | $6,427+21.0% | $3,038+156.0% |
| Participant deferral / active EE | $11,030 | $7,972+38.4% | $9,133+20.8% | $5,090+116.7% |
| Admin fee / account holder | $317 | $120+163.4% | $13,899-97.7% | $269+17.5% |