Filed December 30, 2008 (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.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Claims processing; Recordkeeping fees... | $118,703 |
SOLTIS INVESTMENT ADVISORS1+ years Filed as: SOLTIS INVESTMENT ADVISORS, LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $118,046 |
RELIANCE TRUST COMPANY1+ years Service code 12 · EIN 58-1428634 | Trustee (directed); Claims processing... | $11,354 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 | Securities Custodian | $11,035 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,371 | $72,770-52.8% | $67,652-49.2% | $55,191-37.7% |
| Participation rate | 86.3% | 78.8%+7.5pp | 75.7%+10.6pp | 69.2%+17.1pp |
| Annual return | -1.98% | -3.26%+1.3pp | 6625.04%-6627.0pp | 10.78%-12.8pp |
| Employer contribution / active EE | $779 | $1,769-56.0% | $2,266-65.6% | $1,899-59.0% |
| Participant deferral / active EE | $2,937 | $3,408-13.8% | $3,560-17.5% | $3,046-3.6% |
| Admin fee / account holder | $132 | $79+68.0% | $4,821-97.3% | $91+45.9% |