Filed May 3, 2008
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.3 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $77,305 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $57,135 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Claims proces... | $22,634 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,442 | $65,223-25.7% | $80,022-39.5% | $55,725-13.1% |
| Participation rate | 97.0% | 80.6%+16.4pp | 75.8%+21.2pp | 70.9%+26.1pp |
| Annual return | -4.57% | 7.59%-12.2pp | 11.22%-15.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $2,042 | $2,544-19.7% | $2,468-17.3% | $2,078-1.7% |
| Participant deferral / active EE | $4,212 | $3,881+8.5% | $3,686+14.3% | $3,356+25.5% |
| Admin fee / account holder | $144 | $114+25.7% | $6,521-97.8% | $115+24.6% |