Filed October 20, 2006
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 |
|---|---|---|
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST FIDUCIARY SERVICES Service code 27 · EIN 26-3523944 | Advisory (Plan) | $518,519 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $427,255 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC Service code 12 · EIN 62-1868111 | Recordkeeping fees; Participant loan ... | $90,967 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,423 | $75,760+36.5% | $123,105-16.0% | $59,188+74.7% |
| Participation rate | 82.2% | 86.0%-3.8pp | 86.8%-4.6pp | 69.4%+12.8pp |
| Annual return | 12.50% | 2.93%+9.6pp | 13.22%-0.7pp | 5.51%+7.0pp |
| Employer contribution / active EE | $4,943 | $3,415+44.7% | $5,151-4.0% | $2,098+135.6% |
| Participant deferral / active EE | $9,066 | $5,000+81.3% | $6,229+45.5% | $3,265+177.7% |
| Admin fee / account holder | $638 | $61+950.0% | $9,014-92.9% | $92+591.6% |