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.8+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,686 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,788 | $112,711-40.7% | $170,055-60.7% | $80,187-16.7% |
| Participation rate | 98.4% | 87.4%+11.1pp | 87.0%+11.4pp | 72.9%+25.5pp |
| Annual return | -11.99% | 67.06%-79.0pp | 53.43%-65.4pp | 40.40%-52.4pp |
| Employer contribution / active EE | $1,530 | $4,488-65.9% | $6,790-77.5% | $2,980-48.7% |
| Participant deferral / active EE | $0 | $7,861-100.0% | $10,410-100.0% | $5,016-100.0% |
| Admin fee / account holder | $10 | $99-89.4% | $12,828-99.9% | $145-92.8% |