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+ years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Claims ... | $10,070 |
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 | $45,081 | $80,354-43.9% | $133,975-66.4% | $63,975-29.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 5.74% | 13.11%-7.4pp | 29.29%-23.5pp | 48.65%-42.9pp |
| Employer contribution / active EE | $1,589 | $3,503-54.6% | $5,211-69.5% | $2,182-27.2% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $7 | $69-90.2% | $9,324-99.9% | $70-90.3% |