Filed September 18, 1995
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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $1,460 |
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 | $95,988 | $77,164+24.4% | $178,014-46.1% | $80,874+18.7% |
| Participation rate | 91.8% | 65.7%+26.1pp | 77.1%+14.7pp | 67.6%+24.1pp |
| Annual return | 12.10% | 18.09%-6.0pp | 294.80%-282.7pp | 35.62%-23.5pp |
| Employer contribution / active EE | $2,503 | $2,288+9.4% | $3,950-36.6% | $2,756-9.2% |
| Participant deferral / active EE | $6,063 | $4,408+37.6% | $6,276-3.4% | $4,297+41.1% |
| Admin fee / account holder | $12 | $7,164-99.8% | $10,362-99.9% | $6,935-99.8% |