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.3+ years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Claims processing; Participant loan p... | $34,103 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 15 PO BOX 2226 · OMAHA, NE 681032226 | Recordkeeping | $13,779 |
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 | $168,472 | $82,546+104.1% | $140,019+20.3% | $75,289+123.8% |
| Participation rate | 97.7% | 88.4%+9.3pp | 87.5%+10.2pp | 72.4%+25.3pp |
| Annual return | 12.25% | -0.36%+12.6pp | 651.19%-638.9pp | -0.04%+12.3pp |
| Employer contribution / active EE | $7,178 | $3,856+86.1% | $5,605+28.1% | $2,405+198.5% |
| Participant deferral / active EE | $9,681 | $5,731+68.9% | $6,927+39.8% | $3,739+158.9% |
| Admin fee / account holder | $29 | $86-65.9% | $10,705-99.7% | $102-71.4% |