Filed December 28, 2005 (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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP LLC Service code 16 12 BROAD STREET · RED BANK, NJ 07701 | Consulting | $121,260 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $16,331 |
Service code 29 ONE LOGAN SQUARE STE 2000 · PHILADEPHIA, PA 19103 | Legal | $15,604 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,338 | $144,604-34.8% | $88,497+6.6% | $63,975+47.5% |
| Participation rate | 96.1% | 91.8%+4.2pp | 82.4%+13.7pp | 71.1%+25.0pp |
| Annual return | 5.88% | 9.63%-3.8pp | 7.63%-1.7pp | 48.65%-42.8pp |
| Employer contribution / active EE | $3,135 | $4,008-21.8% | $4,036-22.3% | $2,182+43.7% |
| Participant deferral / active EE | $4,915 | $7,027-30.1% | $4,899+0.3% | $3,356+46.4% |
| Admin fee / account holder | $78 | $78-0.1% | $6,220-98.7% | $70+11.2% |