Filed October 18, 2004
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.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $48,390 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 15 PO BOX 2226 · OMAHA, NE 681032226 | Recordkeeping | $14,030 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,311 | $80,354+70.9% | $133,975+2.5% | $63,975+114.6% |
| Participation rate | 94.8% | 87.5%+7.2pp | 87.1%+7.7pp | 71.1%+23.6pp |
| Annual return | 15.54% | 13.11%+2.4pp | 29.29%-13.7pp | 48.65%-33.1pp |
| Employer contribution / active EE | $2,152 | $3,503-38.6% | $5,211-58.7% | $2,182-1.4% |
| Participant deferral / active EE | $8,503 | $5,239+62.3% | $6,282+35.4% | $3,356+153.3% |
| Admin fee / account holder | $30 | $69-57.2% | $9,324-99.7% | $70-57.9% |