Filed October 2, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $52,798 |
DANA INVESTMENT ADVISORS2+ years Filed as: DANA INVESTMENTS Service code 27 · EIN 39-1512278 | Advisory (Plan) | $42,091 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Custodial (securit... | $18,832 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRUASE, LLP Service code 10 · EIN 39-0859910 | Accounting | $16,655 |
Filed as: KERBER, ECK & BRACKEL Service code 10 125 SOUTH 84TH STREET, SUITE 100 · MILWAUKEE, WI 53214 | Accounting | $10,000 |
BROWNSTONE & ASSOCIATES2+ years Service code 34 · EIN 39-1745503 | Valuation (appraisals, etc.); Direct ... | $8,844 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $140,201 | $60,165+133.0% | $74,184+89.0% | $55,167+154.1% |
| Participation rate | 97.6% | 74.2%+23.5pp | 76.6%+21.0pp | 69.0%+28.7pp |
| Annual return | 4.07% | 10.00%-5.9pp | 17.74%-13.7pp | 169.23%-165.2pp |
| Employer contribution / active EE | $1,027 | $1,600-35.8% | $2,370-56.7% | $1,963-47.7% |
| Participant deferral / active EE | $2,968 | $2,973-0.1% | $3,550-16.4% | $3,054-2.8% |
| Admin fee / account holder | $367 | $419-12.4% | $5,586-93.4% | $504-27.1% |