Filed October 26, 2004 (most recent of 2 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 |
|---|---|---|
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 27 · EIN 59-3099288 | Advisory (Plan) | $43,230 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $28,405 |
WEYRICH, CRONIN & SORRA, LLC2+ years Filed as: WEYRICH CRONIN & SORRA CHARTERED Service code 10 · EIN 52-1162023 | Accounting | $8,250 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Claims proc... | $7,137 |
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 | $97,346 | $63,924+52.3% | $108,582-10.3% | $55,167+76.5% |
| Participation rate | 91.3% | 74.3%+17.0pp | 79.6%+11.7pp | 69.0%+22.3pp |
| Annual return | 6.06% | 15.31%-9.3pp | -51.70%+57.8pp | 169.23%-163.2pp |
| Employer contribution / active EE | $2,244 | $1,879+19.4% | $3,758-40.3% | $1,963+14.3% |
| Participant deferral / active EE | $3,957 | $3,067+29.0% | $4,311-8.2% | $3,054+29.5% |
| Admin fee / account holder | $267 | $618-56.8% | $7,645-96.5% | $504-47.0% |