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 Service code 12 · EIN 27-2037969 | Recordkeeping fees; Participant loan ... | $55,799 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,616 | $122,585+119.1% | $184,256+45.8% | $200,096+34.2% |
| Participation rate | 98.4% | 86.9%+11.5pp | 86.8%+11.6pp | 72.0%+26.4pp |
| Annual return | 28.39% | 144.12%-115.7pp | 28.85%-0.5pp | 34.26%-5.9pp |
| Employer contribution / active EE | $7,058 | $4,571+54.4% | $6,427+9.8% | $3,038+132.4% |
| Participant deferral / active EE | $13,192 | $7,972+65.5% | $9,133+44.4% | $5,090+159.2% |
| Admin fee / account holder | $28 | $120-77.0% | $13,899-99.8% | $269-89.8% |