Filed October 2, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 15 · EIN 62-1868111 | Recordkeeping | $50,357 |
DANA INVESTMENT ADVISORS1+ years Filed as: DANA INVESTMENTS Service code 27 · EIN 39-1512278 | Advisory (Plan) | $43,600 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $28,383 |
BROWNSTONE & ASSOCIATES1+ years Service code 34 · EIN 39-1745503 | Direct payment from the plan; Valuati... | $5,123 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRUASE, LLP Service code 10 777 E WISCONSIN AVE, 32ND FLOOR · MILWAUKEE, WI 53202 | Accounting | $5,075 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $132,351 | $54,320+143.6% | $67,653+95.6% | $52,331+152.9% |
| Participation rate | 94.3% | 73.6%+20.7pp | 75.7%+18.6pp | 68.1%+26.1pp |
| Annual return | -1.32% | 6.81%-8.1pp | 6625.22%-6626.5pp | 4.54%-5.9pp |
| Employer contribution / active EE | $2,038 | $1,544+32.0% | $2,266-10.0% | $1,882+8.3% |
| Participant deferral / active EE | $2,933 | $2,950-0.6% | $3,560-17.6% | $3,022-3.0% |
| Admin fee / account holder | $53 | $527-89.9% | $4,821-98.9% | $592-91.0% |