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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9+ years Filed as: NEWPORT Service code 13 · EIN 45-2164254 | Contract Administrator | $99,322 |
VRAKAS S.C.6 years Filed as: VRAKAS CPAS & ADVISORS Service code 10 · EIN 39-1453055 | Accounting | $18,985 |
ENTERPRISE BANK & TRUST8 years Filed as: ENTERPRISE SERVICES, INC. Service code 34 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $15,000 |
FORVIS, LLP1 year Filed as: FORVIS Service code 17 14 TRI-PARK WAY · APPLETON, WI 54914 | Pension Consulting | $7,229 |
ESOP PARTNERS LLC5 years Filed as: ESOP PARTNERS, LLC Service code 51 3601 E EVERGREEN DR, SUITE 200 · APPLETON, WI 54913 | Investment Mgmt Fees | $5,777 |
RSM US LLP9+ years Filed as: RSM MCGLADREY BUSINESS SOLUTIONS Service code 13 · EIN 91-2190307 | Contract Administrator | $4,095 |
Filed as: REINHART Service code 51 1000 N WATER ST. #1700 · MILWAUKEE, WI 53202 | Investment Mgmt Fees | $2,804 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,456 | $48,744+354.3% | $93,727+136.3% | $200,096+10.7% |
| Participation rate | 98.6% | 63.7%+35.0pp | 68.7%+29.9pp | 72.0%+26.6pp |
| Annual return | 18.76% | 15.36%+3.4pp | 133.83%-115.1pp | 34.26%-15.5pp |
| Employer contribution / active EE | $6,949 | $1,140+509.4% | $2,421+187.0% | $3,038+128.7% |
| Participant deferral / active EE | $0 | $2,825-100.0% | $4,417-100.0% | $5,090-100.0% |
| Admin fee / account holder | $49 | $195-75.1% | $8,292-99.4% | $269-82.0% |