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.4+ years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $31,059 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 15 PO BOX 2226 · OMAHA, NE 681032226 | Recordkeeping | $14,129 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,463 | $95,776+79.0% | $162,185+5.7% | $77,775+120.5% |
| Participation rate | 97.6% | 88.6%+9.0pp | 87.6%+10.1pp | 73.2%+24.4pp |
| Annual return | 3.74% | 37.03%-33.3pp | 115.61%-111.9pp | 32.58%-28.8pp |
| Employer contribution / active EE | $5,847 | $3,874+50.9% | $5,613+4.2% | $2,504+133.5% |
| Participant deferral / active EE | $9,875 | $6,125+61.2% | $7,297+35.3% | $3,966+149.0% |
| Admin fee / account holder | $26 | $88-69.9% | $10,844-99.8% | $100-73.7% |