Filed March 29, 2008
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.1+ years Filed as: NEWPORT RETIREMENT SERVICES INC Service code 12 · EIN 62-1868111 | Direct payment from the plan; Recordk... | $61,102 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 15 | Recordkeeping | $7,699 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Custodial (... | $5,944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,528 | $33,745-21.4% | $64,105-58.6% | $55,191-51.9% |
| Participation rate | 63.6% | 59.4%+4.2pp | 68.2%-4.6pp | 69.2%-5.6pp |
| Annual return | -1.41% | 4.95%-6.4pp | 791.24%-792.7pp | 10.78%-12.2pp |
| Employer contribution / active EE | $125 | $641-80.5% | $1,820-93.1% | $1,899-93.4% |
| Participant deferral / active EE | $1,767 | $1,929-8.4% | $2,822-37.4% | $3,046-42.0% |
| Admin fee / account holder | $18 | $94-81.0% | $4,499-99.6% | $91-80.3% |