Filed December 25, 2013 (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.
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $32,487 |
ASCENSUS LLC6 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 19435 WEST CAPITAL DR. · BROOKFIELD, WI 53045 | Advisory (Plan) | $30,448 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $5,809 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,236 | $79,223-16.4% | $102,460-35.4% | $74,478-11.1% |
| Participation rate | 92.8% | 74.8%+18.0pp | 76.5%+16.3pp | 67.2%+25.6pp |
| Annual return | 9.19% | 54.98%-45.8pp | 29.47%-20.3pp | 1370.56%-1361.4pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,651 | $4,417-17.3% | $5,056-27.8% | $4,350-16.1% |
| Admin fee / account holder | $248 | $2,003-87.6% | $9,460-97.4% | $1,946-87.3% |