Filed January 23, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5+ years Filed as: NEWPORT GROUP Service code 11 · EIN 27-2037969 8350 NORTH CENTRAL EXPRESSWAY · DALLAS, TX 75206 | Actuarial | $139,031 |
NORTON ROSE FULBRIGHT1 year Filed as: NORTON ROSE FULBRIGHT US LLP Service code 29 · EIN 74-1201087 1301 MCKINNEY, SUITE 5100 · HOUSTON, TX 77010 | Legal | $79,268 |
MCMAHON MARTIN1 year Filed as: MCMAHON SUROVIK SUTTLE, PC Service code 29 · EIN 75-2206723 PO BOX 3879 · ABILENE, TX 79604 | Legal | $40,868 |
CONDLEY AND COMPANY, LLP5+ years Filed as: CONDLEY & COMPANY, L.L.P. Service code 10 · EIN 75-1056027 | Accounting | $15,471 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $354,213-100.0% | $568,132-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 47.3%-47.3pp |
| Annual return | 27.48% | 12.49%+15.0pp | 14.64%+12.8pp | 12.16%+15.3pp |
| Employer contribution / active EE | $0 | $52,238-100.0% | $41,831-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $219-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,274-100.0% | $36,942-100.0% | $17,640-100.0% |