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 Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $44,420 |
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 | $212,768 | $112,711+88.8% | $170,055+25.1% | $80,187+165.3% |
| Participation rate | 98.0% | 87.4%+10.7pp | 87.0%+11.0pp | 72.9%+25.1pp |
| Annual return | 17.23% | 67.06%-49.8pp | 53.43%-36.2pp | 40.40%-23.2pp |
| Employer contribution / active EE | $4,245 | $4,488-5.4% | $6,790-37.5% | $2,980+42.5% |
| Participant deferral / active EE | $12,162 | $7,861+54.7% | $10,410+16.8% | $5,016+142.4% |
| Admin fee / account holder | $23 | $99-76.8% | $12,828-99.8% | $145-84.1% |