Filed February 25, 1999
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.9 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $391,734 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL - RPCP Service code 27 P.O. BOX 502333 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $76,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,160 | $159,391-69.2% | $102,460-52.0% | $99,313-50.5% |
| Participation rate | 94.7% | 88.6%+6.1pp | 76.5%+18.2pp | 71.7%+23.0pp |
| Annual return | 9.37% | 19.03%-9.7pp | 29.47%-20.1pp | 17.67%-8.3pp |
| Employer contribution / active EE | $3,160 | $4,207-24.9% | $3,025+4.5% | $3,264-3.2% |
| Participant deferral / active EE | $3,297 | $7,498-56.0% | $5,056-34.8% | $5,346-38.3% |
| Admin fee / account holder | $63 | $159-60.1% | $9,460-99.3% | $109-41.9% |