Filed July 12, 2006 (most recent of 2 filings on file)
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 13 · EIN 27-2037969 | Contract Administrator | $285,030 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 | Advisory (Participants) | $15,843 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,867 | $39,973-82.8% | $79,591-91.4% | $77,906-91.2% |
| Participation rate | 90.8% | 64.6%+26.3pp | 69.5%+21.4pp | 73.7%+17.2pp |
| Annual return | -13.23% | 3.42%-16.7pp | 0.18%-13.4pp | 12.16%-25.4pp |
| Employer contribution / active EE | $0 | $1,088-100.0% | $2,413-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $737 | $2,774-73.4% | $3,986-81.5% | $4,805-84.7% |
| Admin fee / account holder | $68 | $113-39.7% | $6,815-99.0% | $133-48.6% |