Filed January 23, 2009
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 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $113,650 |
WHARTONHILL ADVISORS, LLC2+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $44,869 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Claims proces... | $9,755 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,750 | $36,916-54.6% | $156,551-89.3% | $57,658-70.9% |
| Participation rate | 80.5% | 63.4%+17.1pp | 84.0%-3.5pp | 70.2%+10.3pp |
| Annual return | 5.92% | 12.38%-6.5pp | 32.23%-26.3pp | 5.13%+0.8pp |
| Employer contribution / active EE | $1,590 | $1,571+1.2% | $5,501-71.1% | $1,974-19.5% |
| Participant deferral / active EE | $1,479 | $1,926-23.2% | $4,871-69.6% | $3,061-51.7% |
| Admin fee / account holder | $154 | $82+87.2% | $13,028-98.8% | $95+63.3% |