Filed March 17, 2016
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,143 |
Filed as: SIGNATURE ESTATE SECURITIES, LLS Service code 49 | Other Services | $8,039 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037969 | Other Services | $0 |
Filed as: SIGNATURE ESTATE SECURITIES Service code 49 · EIN 59-2730348 | Other Services | $0 |
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 | $73,081 | $101,672-28.1% | $147,117-50.3% | $74,478-1.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 11.98% | 8757.83%-8745.8pp | 420.54%-408.6pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $5,006 | $3,813+31.3% | $4,932+1.5% | $2,626+90.6% |
| Participant deferral / active EE | $8,799 | $7,305+20.5% | $8,065+9.1% | $4,350+102.3% |
| Admin fee / account holder | $267 | $1,753-84.8% | $12,993-97.9% | $1,946-86.3% |