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 SERVICES2+ years Service code 27 · EIN 54-1583006 | Advisory (Plan) | $40,423 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP Service code 12 · EIN 62-1868111 | Claims processing; Direct payment fro... | $22,710 |
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL CONSULTING GROUP Service code 17 · EIN 54-1437648 | Pension Consulting | $12,393 |
RELIANCE TRUST COMPANY1 year Service code 50 · EIN 58-1428634 | Direct Payment | $10,031 |
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 | $148,146 | $80,753+83.5% | $136,298+8.7% | $62,293+137.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.05% | 35.83%-20.8pp | 5156.27%-5141.2pp | 28.90%-13.8pp |
| Employer contribution / active EE | $7,475 | $2,884+159.2% | $4,696+59.2% | $2,042+266.0% |
| Participant deferral / active EE | $7,100 | $5,164+37.5% | $6,247+13.6% | $3,169+124.0% |
| Admin fee / account holder | $462 | $525-12.1% | $9,244-95.0% | $479-3.7% |