Filed January 23, 2017
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.1 year Service code 12 · EIN 27-2037969 | Recordkeeping fees; Participant loan ... | $160,851 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Custodial (securities); Shareholder s... | $39,382 |
BRIGGS & VESELKA CO.1 year Service code 10 · EIN 74-1769118 | Accounting | $26,286 |
SIMPLYCONNECT CONSULTING, LLC2+ years Service code 16 · EIN 27-2424795 | Consulting | $6,998 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO., INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,545 | $98,217-43.4% | $105,754-47.5% | $63,975-13.2% |
| Participation rate | 99.0% | 81.9%+17.1pp | 78.9%+20.1pp | 71.1%+27.9pp |
| Annual return | 7.29% | 20.18%-12.9pp | 12.25%-5.0pp | 48.65%-41.4pp |
| Employer contribution / active EE | $2,987 | $4,802-37.8% | $4,079-26.8% | $2,182+36.9% |
| Participant deferral / active EE | $5,500 | $6,019-8.6% | $5,326+3.3% | $3,356+63.9% |
| Admin fee / account holder | $109 | $70+56.5% | $8,309-98.7% | $70+55.0% |