Filed January 31, 2006
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.2 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $19,475 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK, NA Service code 21 608 2ND AVENUE SOUTH, 8TH FLOOR · MINNEAPOLIS, MN 55479 | Bank Trustee | $16,080 |
SCHLENNER WENNER & CO.3+ years Filed as: SCHLENNER WENNER & CO Service code 10 · EIN 41-1656121 | Accounting | $13,325 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $454,255 | $66,302+585.1% | $110,238+312.1% | $56,287+707.0% |
| Participation rate | 90.7% | 74.9%+15.8pp | 79.8%+10.9pp | 69.9%+20.9pp |
| Annual return | 9.68% | -1.18%+10.9pp | 314.74%-305.1pp | -9.96%+19.6pp |
| Employer contribution / active EE | $8,411 | $2,047+310.8% | $3,826+119.8% | $2,111+298.4% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $289 | $698-58.6% | $8,547-96.6% | $521-44.5% |