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 year Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Direct paym... | $199,101 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL - RPCP Service code 27 P.O. BOX 502333 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $66,000 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Custodial (... | $62,672 |
NEWPORT GROUP, INC.1 year Service code 15 | Recordkeeping | $12,664 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $26,956 | $88,581-69.6% | $74,184-63.7% | $65,292-58.7% |
| Participation rate | 98.1% | 86.2%+11.9pp | 76.6%+21.5pp | 72.4%+25.7pp |
| Annual return | 5.41% | 11.72%-6.3pp | 17.74%-12.3pp | 11.84%-6.4pp |
| Employer contribution / active EE | $1,327 | $3,021-56.1% | $2,370-44.0% | $2,302-42.4% |
| Participant deferral / active EE | $1,829 | $4,898-62.7% | $3,550-48.5% | $3,579-48.9% |
| Admin fee / account holder | $48 | $60-18.9% | $5,586-99.1% | $57-15.5% |