Filed August 2, 2021
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 year Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $198,873 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $7,083 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
POWER FINANCIAL PARTNERS1 year Filed as: POWER DESIGN INC Service code 99 11600 NINTH ST N · SAINT PETERSBURG, FL 33716 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,097 | $241,850-81.4% | $102,437-56.0% | $200,096-77.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 19.41% | 17.67%+1.7pp | 24.95%-5.5pp | 34.26%-14.8pp |
| Employer contribution / active EE | $1,490 | $4,253-65.0% | $3,871-61.5% | $3,038-51.0% |
| Participant deferral / active EE | $6,413 | $3,961+61.9% | $5,060+26.7% | $5,090+26.0% |
| Admin fee / account holder | $117 | $288-59.4% | $8,388-98.6% | $269-56.6% |