Filed November 29, 2016
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 | Recordkeeping | $217,078 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC Service code 12 · EIN 62-1868111 | Sub-transfer agency fees; Recordkeepi... | $122,655 |
SPECTRUM INVESTMENT ADVISORS1+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $53,773 |
BDO USA, LLP1+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $15,864 |
RELIANCE TRUST COMPANY1+ years Service code 12 · EIN 58-1428634 | Trustee (bank, trust company, or simi... | $10,572 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,262 | $37,039-75.0% | $147,617-93.7% | $59,188-84.4% |
| Participation rate | 85.8% | 63.8%+22.1pp | 84.6%+1.2pp | 69.4%+16.4pp |
| Annual return | -0.94% | 7.19%-8.1pp | 61.98%-62.9pp | 5.51%-6.4pp |
| Employer contribution / active EE | $217 | $1,353-84.0% | $5,564-96.1% | $2,098-89.7% |
| Participant deferral / active EE | $1,012 | $2,094-51.7% | $4,895-79.3% | $3,265-69.0% |
| Admin fee / account holder | $125 | $60+107.2% | $11,612-98.9% | $92+35.3% |