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.4 years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037696 | Direct payment from the plan; Sub-tra... | $145,000 |
RELIANCE TRUST COMPANY5+ years Service code 12 · EIN 58-1428634 | Claims processing; Account maintenanc... | $31,039 |
SPECTRUM INVESTMENT ADVISORS5+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $31,038 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,228 | $47,456-74.2% | $172,739-92.9% | $77,787-84.3% |
| Participation rate | 94.2% | 66.3%+27.9pp | 82.6%+11.6pp | 73.2%+21.0pp |
| Annual return | 23.46% | 35.57%-12.1pp | 802.84%-779.4pp | 32.57%-9.1pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,928 | $2,560-24.7% | $5,198-62.9% | $3,967-51.4% |
| Admin fee / account holder | $111 | $81+37.0% | $13,954-99.2% | $100+10.7% |