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.2+ years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $34,356 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 15 PO BOX 2226 · OMAHA, NE 681032226 | Recordkeeping | $10,833 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,281 | $89,274+71.7% | $149,721+2.4% | $77,958+96.6% |
| Participation rate | 96.6% | 87.6%+8.9pp | 87.1%+9.5pp | 71.6%+24.9pp |
| Annual return | 14.93% | 20.36%-5.4pp | 1501.67%-1486.7pp | 20.87%-5.9pp |
| Employer contribution / active EE | $4,856 | $3,727+30.3% | $5,444-10.8% | $2,310+110.2% |
| Participant deferral / active EE | $9,425 | $5,382+75.1% | $6,568+43.5% | $3,537+166.5% |
| Admin fee / account holder | $29 | $240-87.9% | $11,282-99.7% | $97-70.3% |