Filed May 2, 2014 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: FIDUCIARY ADVISORS, INC. Service code 27 · EIN 43-1891647 | Advisory (Plan) | $25,000 |
NEWPORT GROUP, INC.5+ years Service code 12 · EIN 27-2037969 | Participant loan processing; Direct p... | $13,112 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (directed); Trustee (discreti... | $8,180 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,591 | $66,813+19.1% | $100,528-20.8% | $73,493+8.3% |
| Participation rate | 99.1% | 77.5%+21.6pp | 79.4%+19.6pp | 70.7%+28.4pp |
| Annual return | 24.03% | 25.70%-1.7pp | 30.90%-6.9pp | 28.51%-4.5pp |
| Employer contribution / active EE | $3,276 | $2,147+52.6% | $3,419-4.2% | $2,270+44.3% |
| Participant deferral / active EE | $5,572 | $5,883-5.3% | $6,271-11.2% | $3,740+49.0% |
| Admin fee / account holder | $173 | $512-66.1% | $8,084-97.9% | $513-66.2% |