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.9+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,944 | $122,585-32.3% | $184,256-55.0% | $200,096-58.5% |
| Participation rate | 97.9% | 86.9%+11.0pp | 86.8%+11.1pp | 72.0%+25.9pp |
| Annual return | 35.69% | 144.12%-108.4pp | 28.85%+6.8pp | 34.26%+1.4pp |
| Employer contribution / active EE | $2,528 | $4,571-44.7% | $6,427-60.7% | $3,038-16.8% |
| Participant deferral / active EE | $0 | $7,972-100.0% | $9,133-100.0% | $5,090-100.0% |
| Admin fee / account holder | $10 | $120-91.7% | $13,899-99.9% | $269-96.3% |