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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT Service code 13 · EIN 45-2164254 | Contract Administrator | $58,835 |
RSM US LLP2+ years Filed as: RSM MCGLADREY BUSINESS SOLUTIONS Service code 13 · EIN 91-2190307 | Contract Administrator | $17,205 |
STROHM BALLWEG LLP2+ years Filed as: STROHM BALLWEG, LLP Service code 10 · EIN 39-1969986 | Accounting | $17,037 |
ENTERPRISE BANK & TRUST1 year Filed as: ENTERPRISE SERVICES, INC. Service code 34 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $11,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,667 | $38,833+506.9% | $78,775+199.2% | $77,958+202.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 69.2%+30.8pp | 71.6%+28.4pp |
| Annual return | 7.96% | 20.31%-12.3pp | 35.62%-27.7pp | 20.87%-12.9pp |
| Employer contribution / active EE | $5,604 | $840+567.5% | $1,986+182.2% | $2,310+142.5% |
| Participant deferral / active EE | $0 | $1,776-100.0% | $2,958-100.0% | $3,537-100.0% |
| Admin fee / account holder | $106 | $89+19.0% | $5,132-97.9% | $97+8.8% |