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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8+ years Filed as: NEWPORT Service code 13 · EIN 45-2164254 | Contract Administrator | $137,536 |
ENTERPRISE BANK & TRUST7 years Filed as: ENTERPRISE SERVICES, INC. Service code 34 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $33,200 |
VRAKAS S.C.5 years Filed as: VRAKAS CPAS & ADVISORS Service code 10 · EIN 39-1453055 | Accounting | $16,000 |
ESOP PARTNERS LLC4 years Filed as: ESOP PARTNERS, LLC Service code 51 3601 E EVERGREEN DR, SUITE 200 · APPLETON, WI 54913 | Investment Mgmt Fees | $13,378 |
Filed as: REINHART Service code 51 1000 N WATER ST. #1700 · MILWAUKEE, WI 53202 | Investment Mgmt Fees | $13,287 |
RSM US LLP8+ years Filed as: RSM MCGLADREY BUSINESS SOLUTIONS Service code 13 · EIN 91-2190307 | Contract Administrator | $10,975 |
Filed as: OWNERSHIP ALLIANCE Service code 17 · EIN 81-2674021 | Pension Consulting | $9,196 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,077 | $44,714+369.8% | $86,251+143.6% | $80,187+162.0% |
| Participation rate | 99.0% | 63.6%+35.4pp | 69.0%+30.0pp | 72.9%+26.0pp |
| Annual return | 16.42% | 19.62%-3.2pp | 1170.54%-1154.1pp | 40.40%-24.0pp |
| Employer contribution / active EE | $11,601 | $1,102+952.7% | $2,381+387.2% | $2,980+289.3% |
| Participant deferral / active EE | $0 | $2,773-100.0% | $3,987-100.0% | $5,016-100.0% |
| Admin fee / account holder | $76 | $134-42.8% | $6,857-98.9% | $145-47.3% |