Filed July 25, 2005
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.9 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $74,840 |
NEWPORT GROUP, INC.9 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Trustee (bank... | $23,503 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,238 | $122,585-19.0% | $184,256-46.1% | $200,096-50.4% |
| Participation rate | 84.5% | 86.9%-2.4pp | 86.8%-2.3pp | 72.0%+12.5pp |
| Annual return | 12.16% | 144.12%-132.0pp | 28.85%-16.7pp | 34.26%-22.1pp |
| Employer contribution / active EE | $8,662 | $4,571+89.5% | $6,427+34.8% | $3,038+185.1% |
| Participant deferral / active EE | $0 | $7,972-100.0% | $9,133-100.0% | $5,090-100.0% |
| Admin fee / account holder | $100 | $120-16.4% | $13,899-99.3% | $269-62.7% |