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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT Service code 13 · EIN 45-2164254 | Contract Administrator | $63,222 |
STROHM BALLWEG LLP3+ years Filed as: STROHM BALLWEG, LLP Service code 10 · EIN 39-1969986 | Accounting | $16,569 |
ENTERPRISE BANK & TRUST2 years Filed as: ENTERPRISE SERVICES, INC. Service code 34 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $11,500 |
RSM US LLP3+ years Filed as: RSM MCGLADREY BUSINESS SOLUTIONS Service code 13 · EIN 91-2190307 | Contract Administrator | $9,467 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,289 | $33,780+608.4% | $74,549+221.0% | $75,289+217.8% |
| Participation rate | 100.0% | 62.7%+37.3pp | 69.1%+30.9pp | 72.4%+27.6pp |
| Annual return | 12.15% | -1.24%+13.4pp | 32.54%-20.4pp | -0.04%+12.2pp |
| Employer contribution / active EE | $5,700 | $845+574.5% | $1,961+190.7% | $2,405+137.0% |
| Participant deferral / active EE | $0 | $1,890-100.0% | $3,108-100.0% | $3,739-100.0% |
| Admin fee / account holder | $143 | $86+65.4% | $5,059-97.2% | $102+39.6% |