Filed April 30, 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.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 15 · EIN 62-1868111 | Recordkeeping | $134,251 |
ASCENSUS LLC1+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 21180 W CAPITOL DRIVE · PEWAUKEE, WI 53072 | Advisory (Plan) | $96,555 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Custodial (securit... | $21,698 |
WILMINGTON TRUST1+ years Service code 12 · EIN 51-0099033 | Account maintenance fees; Claims proc... | $13,088 |
HAWKINS ASH CPAS1+ years Filed as: HAWKINS ASH CPAS, LLP Service code 10 · EIN 39-0912608 | Accounting | $6,704 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $57,242 | $81,321-29.6% | $68,509-16.4% | $59,188-3.3% |
| Participation rate | 95.4% | 83.8%+11.6pp | 74.7%+20.7pp | 69.4%+26.0pp |
| Annual return | -1.80% | 4.65%-6.4pp | 8.27%-10.1pp | 5.51%-7.3pp |
| Employer contribution / active EE | $318 | $3,297-90.4% | $2,278-86.1% | $2,098-84.9% |
| Participant deferral / active EE | $2,276 | $4,592-50.4% | $3,382-32.7% | $3,265-30.3% |
| Admin fee / account holder | $163 | $62+164.6% | $5,275-96.9% | $92+77.1% |