Filed September 22, 1992 (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.1 year Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $37,946 |
FUND DIRECT ADVISORS3+ years Filed as: FUND EVALUATION GROUP, LLC Service code 16 · EIN 01-0694771 | Consulting | $15,024 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Custodial (... | $8,655 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 15 | Recordkeeping | $1,195 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,802 | $69,305-12.3% | $82,312-26.1% | $69,631-12.7% |
| Participation rate | 87.7% | 80.3%+7.5pp | 76.9%+10.8pp | 70.7%+17.0pp |
| Annual return | 14.37% | 21.47%-7.1pp | 25.88%-11.5pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $509 | $1,887-73.0% | $2,428-79.0% | $2,032-75.0% |
| Participant deferral / active EE | $2,567 | $3,568-28.1% | $3,706-30.7% | $3,224-20.4% |
| Admin fee / account holder | $111 | $97+14.5% | $5,608-98.0% | $110+0.8% |