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.5 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Sub-transfer agen... | $20,317 |
RBC WEALTH MANAGEMENT6+ years Service code 27 3860 EL DORADO HILLS BLVD. · EL DORADO HILLS, CA 95762 | Advisory (Plan) | $13,396 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $8,830 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,137 | $98,776+86.4% | $149,745+23.0% | $79,856+130.6% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.5%+16.0pp | 69.6%+28.8pp |
| Annual return | 4.56% | 27.38%-22.8pp | 276.72%-272.2pp | 31.71%-27.2pp |
| Employer contribution / active EE | $550 | $3,217-82.9% | $4,646-88.2% | $2,471-77.7% |
| Participant deferral / active EE | $9,974 | $5,681+75.6% | $6,843+45.8% | $3,741+166.6% |
| Admin fee / account holder | $401 | $6,053-93.4% | $9,312-95.7% | $5,306-92.4% |