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.3+ years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 27 · EIN 59-3099288 | Advisory (Plan) | $45,678 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $27,988 |
WEYRICH, CRONIN & SORRA, LLC3+ years Filed as: WEYRICH CRONIN & SORRA CHARTERED Service code 10 · EIN 52-1162023 | Accounting | $8,415 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Account maintenanc... | $7,972 |
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 | $103,108 | $71,192+44.8% | $117,854-12.5% | $62,292+65.5% |
| Participation rate | 90.5% | 74.2%+16.3pp | 79.7%+10.9pp | 69.5%+21.0pp |
| Annual return | 17.79% | 18.66%-0.9pp | 335.08%-317.3pp | 28.90%-11.1pp |
| Employer contribution / active EE | $2,164 | $1,934+11.9% | $3,786-42.9% | $2,042+5.9% |
| Participant deferral / active EE | $3,934 | $3,189+23.4% | $4,482-12.2% | $3,169+24.1% |
| Admin fee / account holder | $188 | $587-68.0% | $8,020-97.7% | $479-60.8% |