Filed August 4, 2009 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Claims processing; Participant loan p... | $197,427 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 3900 TRAVERSE MOUNTAIN BLVD · LEHI, UT 84043 | Advisory (Plan) | $38,750 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Trustee (ba... | $32,353 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,500 | $89,274-58.0% | $149,721-75.0% | $77,958-51.9% |
| Participation rate | 96.3% | 87.6%+8.7pp | 87.1%+9.3pp | 71.6%+24.7pp |
| Annual return | 18.23% | 20.36%-2.1pp | 1501.67%-1483.4pp | 20.87%-2.6pp |
| Employer contribution / active EE | $2,187 | $3,727-41.3% | $5,444-59.8% | $2,310-5.3% |
| Participant deferral / active EE | $3,048 | $5,382-43.4% | $6,568-53.6% | $3,537-13.8% |
| Admin fee / account holder | $106 | $240-55.8% | $11,282-99.1% | $97+8.8% |