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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $184,224 |
Participant contribution per participant 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 | $68,092 | $118,337-42.5% | $189,534-64.1% | $93,010-26.8% |
| Participation rate | 99.6% | 89.1%+10.5pp | 87.8%+11.8pp | 73.9%+25.7pp |
| Annual return | 15.45% | 21.77%-6.3pp | 555.39%-539.9pp | 158.70%-143.3pp |
| Employer contribution / active EE | $2,228 | $4,204-47.0% | $6,162-63.8% | $2,705-17.6% |
| Participant deferral / active EE | $4,130 | $7,123-42.0% | $8,220-49.8% | $4,561-9.5% |
| Admin fee / account holder | $56 | $100-44.0% | $12,049-99.5% | $152-63.2% |