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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6+ years Filed as: NEWPORT Service code 13 · EIN 45-2164254 | Contract Administrator | $183,721 |
VRAKAS S.C.3 years Filed as: VRAKAS CPAS & ADVISORS Service code 10 · EIN 39-1453055 | Accounting | $14,000 |
ENTERPRISE BANK & TRUST5 years Filed as: ENTERPRISE SERVICES, INC. Service code 34 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $13,000 |
ESOP PARTNERS LLC2 years Filed as: ESOP PARTNERS, LLC Service code 51 3601 E EVERGREEN DR, SUITE 200 · APPLETON, WI 54913 | Investment Mgmt Fees | $12,500 |
RSM US LLP6+ years Filed as: RSM MCGLADREY BUSINESS SOLUTIONS Service code 13 · EIN 91-2190307 | Contract Administrator | $12,000 |
Filed as: REINHART Service code 51 1000 N WATER ST. #1700 · MILWAUKEE, WI 53202 | Investment Mgmt Fees | $8,243 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,483 | $48,166+337.0% | $96,583+117.9% | $93,010+126.3% |
| Participation rate | 99.4% | 65.1%+34.3pp | 69.8%+29.6pp | 73.9%+25.5pp |
| Annual return | 18.91% | 21.31%-2.4pp | 37.79%-18.9pp | 158.70%-139.8pp |
| Employer contribution / active EE | $4,018 | $1,070+275.6% | $2,357+70.4% | $2,705+48.5% |
| Participant deferral / active EE | $0 | $2,576-100.0% | $3,850-100.0% | $4,561-100.0% |
| Admin fee / account holder | $86 | $110-21.8% | $6,184-98.6% | $152-43.2% |