Filed November 8, 2014
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+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Direct payment from the plan; Sub-tra... | $224,021 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 27 · EIN 59-3099288 | Advisory (Plan) | $25,136 |
WILMINGTON TRUST1+ years Service code 12 · EIN 51-0099033 | Custodial (securities); Trustee (dire... | $14,553 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $13,400 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Trustee (bank, tr... | $11,600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,035 | $37,039-56.7% | $147,618-89.1% | $59,188-72.9% |
| Participation rate | 74.4% | 63.8%+10.6pp | 84.6%-10.2pp | 69.4%+5.0pp |
| Annual return | 0.45% | 7.19%-6.7pp | 61.98%-61.5pp | 5.51%-5.1pp |
| Employer contribution / active EE | $3 | $1,353-99.8% | $5,565-99.9% | $2,098-99.8% |
| Participant deferral / active EE | $2,469 | $2,094+17.9% | $4,895-49.6% | $3,265-24.4% |
| Admin fee / account holder | $49 | $60-18.6% | $11,612-99.6% | $92-46.9% |