Filed April 9, 1993 (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.5 years Filed as: NEWPORT GROUP CONSULTING LLC Service code 27 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Advisory (Plan) | $71,436 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,222 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43,389 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $20,910 |
CROSS FINANCIAL SERVICES1 year Filed as: CROSS POINTE INSURANCE ADVISORS LLC Service code 99 2301 MOORES LN · TEXARKANA, TX 75503 | Other Fees | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $157,128 | $89,465+75.6% | $165,100-4.8% | $77,762+102.1% |
| Participation rate | 60.1% | 78.6%-18.6pp | 78.6%-18.6pp | 70.6%-10.5pp |
| Annual return | 12.94% | 28.86%-15.9pp | 70.21%-57.3pp | 31.27%-18.3pp |
| Employer contribution / active EE | $1,559 | $2,565-39.2% | $4,348-64.1% | $2,728-42.9% |
| Participant deferral / active EE | $4,112 | $4,904-16.2% | $6,035-31.9% | $4,651-11.6% |
| Admin fee / account holder | $483 | $340+42.2% | $12,696-96.2% | $433+11.6% |