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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $1,100,984 |
INTERNATIONAL MINUTE PRESS5 years Service code 36 6980 OVERLAND ROAD · BOISE, ID 83709 | Other fees; Participant communication... | $106,555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,242 | $47,540-80.6% | $79,580-88.4% | $89,433-89.7% |
| Participation rate | 66.3% | 54.9%+11.4pp | 69.5%-3.2pp | 71.3%-4.9pp |
| Annual return | 2.32% | -8.05%+10.4pp | 0.15%+2.2pp | -11.88%+14.2pp |
| Employer contribution / active EE | $0 | $1,122-100.0% | $2,413-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $1,543 | $1,961-21.3% | $3,985-61.3% | $5,125-69.9% |
| Admin fee / account holder | $5 | $59-91.6% | $6,835-99.9% | $79-93.8% |