Filed August 18, 2006 (most recent of 2 filings on file)
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 Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $45,219 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 18 · EIN 22-1146430 | Custodial (other than securities) | $27,610 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $10,312 |
MANER COSTERISAN3 years Service code 10 · EIN 38-2157642 | Accounting | $7,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,407 | $47,766+114.4% | $82,768+23.7% | $64,829+58.0% |
| Participation rate | 52.3% | 67.7%-15.4pp | 72.6%-20.3pp | 71.5%-19.2pp |
| Annual return | -16.40% | -13.06%-3.3pp | 702.70%-719.1pp | 32.85%-49.2pp |
| Employer contribution / active EE | $0 | $2,182-100.0% | $3,008-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $4,469 | $3,332+34.1% | $4,395+1.7% | $4,312+3.6% |
| Admin fee / account holder | $210 | $143+47.1% | $5,326-96.1% | $188+11.9% |