Filed June 22, 2006
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 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $1,052,472 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (directed); Trustee (individu... | $60,575 |
INTERNATIONAL MINUTE PRESS8 years Service code 36 6980 OVERLAND ROAD · BOISE, ID 83709 | Copying and duplicating; Other fees; ... | $6,045 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,613 | $93,901-88.7% | $133,346-92.0% | $93,901-88.7% |
| Participation rate | 71.9% | 81.9%-10.0pp | 72.8%-1.0pp | 81.9%-10.0pp |
| Annual return | 6.84% | 11.15%-4.3pp | 36.85%-30.0pp | 11.15%-4.3pp |
| Employer contribution / active EE | $0 | $4,205-100.0% | $2,853-100.0% | $4,205-100.0% |
| Participant deferral / active EE | $1,580 | $4,155-62.0% | $4,332-63.5% | $4,155-62.0% |
| Admin fee / account holder | $8 | $66-88.5% | $14,264-99.9% | $66-88.5% |