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 year Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037696 | Participant loan processing; Recordke... | $141,126 |
SPECTRUM INVESTMENT ADVISORS2+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $53,528 |
NEWPORT GROUP, INC.1 year Service code 15 | Recordkeeping | $20,870 |
BDO USA, LLP2+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $16,119 |
RELIANCE TRUST COMPANY2+ years Service code 12 · EIN 58-1428634 | Claims processing; Custodial (securit... | $12,150 |
Filed as: REINHART BOERNER VAN DEUREN Service code 10 PO BOX 2965 · MILWAUKEE, WI 532012965 | Accounting | $5,746 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,486 | $37,213-74.5% | $156,551-93.9% | $63,975-85.2% |
| Participation rate | 89.9% | 65.0%+24.9pp | 84.0%+5.8pp | 71.1%+18.7pp |
| Annual return | 10.21% | 47.89%-37.7pp | 32.23%-22.0pp | 48.65%-38.4pp |
| Employer contribution / active EE | $281 | $1,357-79.3% | $5,501-94.9% | $2,182-87.1% |
| Participant deferral / active EE | $1,288 | $2,070-37.8% | $4,871-73.6% | $3,356-61.6% |
| Admin fee / account holder | $129 | $56+129.9% | $13,028-99.0% | $70+83.8% |