Filed August 9, 2012
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.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,778 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MGMT Service code 27 401 UNION ST · SEATTLE, WA 98101 | Advisory (Plan) | $13,017 |
GRUBER AND LOPEZ, INC.1 year Filed as: GRUBER & LOPEZ, INC. Service code 10 438 OLD NEWPORT BLVD · NEWPORT BEACH, CA 92663 | Accounting | $9,274 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,716 | $102,422+121.4% | $147,117+54.1% | $80,959+180.0% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 10.90% | 135.16%-124.3pp | 420.54%-409.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,562 | $3,717-58.0% | $4,932-68.3% | $2,757-43.3% |
| Participant deferral / active EE | $10,501 | $6,652+57.9% | $8,065+30.2% | $4,300+144.2% |
| Admin fee / account holder | $594 | $7,953-92.5% | $12,993-95.4% | $6,925-91.4% |