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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $86,466 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 | Advisory (Participants) | $16,566 |
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 | $7,610 | $48,744-84.4% | $93,727-91.9% | $200,096-96.2% |
| Participation rate | 92.2% | 63.7%+28.5pp | 68.7%+23.5pp | 72.0%+20.2pp |
| Annual return | 28.57% | 15.36%+13.2pp | 133.83%-105.3pp | 34.26%-5.7pp |
| Employer contribution / active EE | $0 | $1,140-100.0% | $2,421-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $870 | $2,825-69.2% | $4,417-80.3% | $5,090-82.9% |
| Admin fee / account holder | $20 | $195-89.9% | $8,292-99.8% | $269-92.7% |