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.3+ years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $204,217 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Trustee (di... | $89,214 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL - RPCP Service code 27 P.O. BOX 502333 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $71,000 |
NEWPORT GROUP, INC.3+ years Service code 15 | Recordkeeping | $16,923 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,748 | $96,261-72.2% | $76,768-65.2% | $68,904-61.2% |
| Participation rate | 98.6% | 87.0%+11.6pp | 77.0%+21.6pp | 74.1%+24.4pp |
| Annual return | -25.36% | -0.85%-24.5pp | 2.43%-27.8pp | 1.07%-26.4pp |
| Employer contribution / active EE | $2,152 | $3,303-34.8% | $2,485-13.4% | $2,540-15.3% |
| Participant deferral / active EE | $2,002 | $5,537-63.8% | $3,852-48.0% | $4,015-50.1% |
| Admin fee / account holder | $46 | $73-36.4% | $6,675-99.3% | $71-35.0% |