Filed October 19, 2004
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 |
|---|---|---|
ACG ADVISORY SERVICES1+ years Service code 27 · EIN 54-1583006 | Advisory (Plan) | $36,919 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP Service code 12 · EIN 62-1868111 | Direct payment from the plan; Recordk... | $22,081 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL CONSULTING GROUP Service code 17 · EIN 54-1437648 | Pension Consulting | $12,568 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,624 | $75,183+72.4% | $123,894+4.6% | $55,167+135.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | -1.17% | 19.01%-20.2pp | 47.52%-48.7pp | 169.23%-170.4pp |
| Employer contribution / active EE | $8,201 | $2,823+190.5% | $4,617+77.6% | $1,963+317.9% |
| Participant deferral / active EE | $7,128 | $5,084+40.2% | $5,984+19.1% | $3,054+133.4% |
| Admin fee / account holder | $440 | $663-33.5% | $8,357-94.7% | $504-12.6% |