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 |
|---|---|---|
BAIRD FUNDS2+ years Filed as: ROBERT W BAIRD & CO. Service code 16 · EIN 39-6037917 | Consulting | $92,179 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT RETIREMENT SERVICES INC. Service code 15 · EIN 62-1868111 | Recordkeeping | $25,552 |
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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 | $0 | $44,091-100.0% | $256,121-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 4.5%-4.5pp |
| Annual return | 10.06% | 11.20%-1.1pp | 9.60%+0.5pp | 13.95%-3.9pp |
| Employer contribution / active EE | $6,992 | $27,489-74.6% | $45,595-84.7% | $16,598-57.9% |
| Participant deferral / active EE | $0 | $372-100.0% | $255-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,523-100.0% | $612-100.0% |