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 year Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Direct paym... | $31,675 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,118 | $118,337+92.8% | $189,534+20.4% | $93,010+145.3% |
| Participation rate | 97.4% | 89.1%+8.3pp | 87.8%+9.6pp | 73.9%+23.5pp |
| Annual return | 24.36% | 21.77%+2.6pp | 555.39%-531.0pp | 158.70%-134.3pp |
| Employer contribution / active EE | $7,070 | $4,204+68.2% | $6,162+14.7% | $2,705+161.4% |
| Participant deferral / active EE | $11,388 | $7,123+59.9% | $8,220+38.5% | $4,561+149.7% |
| Admin fee / account holder | $18 | $100-82.3% | $12,049-99.9% | $152-88.4% |