Filed January 23, 2019 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP Service code 11 · EIN 27-2037969 8350 NORTH CENTRAL EXPRESSWAY · DALLAS, TX 75206 | Actuarial | $54,178 |
CONDLEY AND COMPANY, LLP2+ years Filed as: CONDLEY & COMPANY, L.L.P. Service code 10 · EIN 75-1056027 | Accounting | $13,360 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 14.04% | 5.80%+8.2pp | 4.74%+9.3pp | 11.88%+2.2pp |
| Employer contribution / active EE | $2,732 | $15,506-82.4% | $36,089-92.4% | $14,612-81.3% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |