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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5+ years Filed as: NEWPORT Service code 13 · EIN 45-2164254 | Contract Administrator | $167,883 |
VRAKAS S.C.2 years Filed as: VRAKAS CPAS & ADVISORS Service code 10 · EIN 39-1453055 | Accounting | $18,300 |
RSM US LLP5+ years Filed as: RSM MCGLADREY BUSINESS SOLUTIONS Service code 13 · EIN 91-2190307 | Contract Administrator | $14,524 |
ENTERPRISE BANK & TRUST4 years Filed as: ENTERPRISE SERVICES, INC. Service code 34 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $12,565 |
ESOP PARTNERS LLC1 year Filed as: ESOP PARTNERS, LLC Service code 51 3601 E EVERGREEN DR, SUITE 200 · APPLETON, WI 54913 | Investment Mgmt Fees | $12,500 |
THE BANK OF NEW YORK MELLON2 years Filed as: PERSHING, LLC Service code 51 · EIN 13-2741729 | Investment Mgmt Fees | $0 |
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 | $197,851 | $43,466+355.2% | $90,974+117.5% | $90,274+119.2% |
| Participation rate | 99.6% | 62.5%+37.2pp | 69.0%+30.6pp | 73.4%+26.3pp |
| Annual return | 9.55% | 25.26%-15.7pp | 134.60%-125.1pp | 53.97%-44.4pp |
| Employer contribution / active EE | $6,311 | $840+651.3% | $2,122+197.4% | $2,523+150.1% |
| Participant deferral / active EE | $0 | $2,138-100.0% | $3,373-100.0% | $4,231-100.0% |
| Admin fee / account holder | $106 | $92+15.5% | $5,961-98.2% | $114-7.0% |