Filed October 2, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $42,849 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US, LLP. Service code 10 PO BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $16,865 |
DANA INVESTMENT ADVISORS1 year Service code 27 PO BOX 1067 · BROOKFIELD, WI 530081067 | Advisory (Plan) | $8,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,807 | $117,846-9.4% | $102,434+4.3% | $145,884-26.8% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 10.04% | 31.90%-21.9pp | 29.46%-19.4pp | 551.85%-541.8pp |
| Employer contribution / active EE | $6,050 | $3,615+67.4% | $3,023+100.1% | $4,662+29.8% |
| Participant deferral / active EE | $13,672 | $5,733+138.5% | $5,055+170.5% | $6,690+104.4% |
| Admin fee / account holder | $959 | $13,356-92.8% | $9,462-89.9% | $13,392-92.8% |