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.
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP Service code 12 35 IRON POINT CIRCLE, SUITE 300 · FOLSOM, CA 95630 | Recordkeeping and information managem... | $26,444 |
GOLDEN K WEALTH MANAGEMENT, LLC3+ years Service code 26 · EIN 45-1549585 5950 CANOGA AVENUE SUITE 540 · WOODLAND HILLS, CA 91367 | Advisory (Participants) | $21,749 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $37,637 | $36,767+2.4% | $81,473-53.8% | $62,293-39.6% |
| Participation rate | 48.4% | 54.4%-6.1pp | 68.0%-19.6pp | 69.5%-21.1pp |
| Annual return | 8.09% | 173.80%-165.7pp | 38.78%-30.7pp | 28.90%-20.8pp |
| Employer contribution / active EE | $147 | $1,128-87.0% | $2,568-94.3% | $2,042-92.8% |
| Participant deferral / active EE | $1,497 | $2,111-29.1% | $3,537-57.7% | $3,169-52.8% |
| Admin fee / account holder | $277 | $797-65.3% | $4,561-93.9% | $479-42.2% |