Filed July 13, 2007
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 |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: THE NEWPORT GROUP Service code 16 300 INTERNATIONAL PARKWAY · HEATHROW, FL 32746 | Consulting | $182,500 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $45,000 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 | Recordkeeping | $39,744 |
MORNINGSTAR1+ years Service code 26 22 WT WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Participants) | $36,162 |
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 | $108,754 | $82,422+31.9% | $67,652+60.8% | $67,505+61.1% |
| Participation rate | 96.9% | 84.2%+12.7pp | 75.7%+21.2pp | 71.2%+25.7pp |
| Annual return | -2.72% | 12.72%-15.4pp | 6625.40%-6628.1pp | 6.52%-9.2pp |
| Employer contribution / active EE | $3,548 | $2,879+23.3% | $2,266+56.6% | $2,173+63.3% |
| Participant deferral / active EE | $12,379 | $5,020+146.6% | $3,560+247.7% | $3,597+244.2% |
| Admin fee / account holder | $33 | $53-37.2% | $4,821-99.3% | $56-40.5% |