Filed October 12, 2005
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.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $182,791 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,781 | $110,699-43.3% | $177,839-64.7% | $90,274-30.5% |
| Participation rate | 99.0% | 88.3%+10.7pp | 87.7%+11.3pp | 73.4%+25.6pp |
| Annual return | 21.07% | 22.79%-1.7pp | 48.33%-27.3pp | 53.97%-32.9pp |
| Employer contribution / active EE | $2,155 | $4,118-47.7% | $5,919-63.6% | $2,523-14.6% |
| Participant deferral / active EE | $4,012 | $6,731-40.4% | $7,714-48.0% | $4,231-5.2% |
| Admin fee / account holder | $36 | $90-60.0% | $12,432-99.7% | $114-68.4% |