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.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC Service code 12 · EIN 62-1868111 | Claims processing; Direct payment fro... | $139,403 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL - RPCP Service code 27 P.O. BOX 502333 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $66,000 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Claims processing... | $41,693 |
WILMINGTON TRUST1+ years Service code 12 · EIN 51-0099033 | Trustee (directed); Account maintenan... | $21,743 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 15 | Recordkeeping | $10,262 |
Participant contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,564 | $71,957-63.1% | $67,652-60.7% | $59,188-55.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 75.7%+24.3pp | 69.4%+30.6pp |
| Annual return | 33.62% | 8.53%+25.1pp | 6625.40%-6591.8pp | 5.51%+28.1pp |
| Employer contribution / active EE | $911 | $2,432-62.6% | $2,266-59.8% | $2,098-56.6% |
| Participant deferral / active EE | $1,747 | $4,211-58.5% | $3,560-50.9% | $3,265-46.5% |
| Admin fee / account holder | $39 | $64-38.8% | $4,821-99.2% | $92-57.4% |