Filed April 30, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC10+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 21180 W CAPITOL DRIVE · PEWAUKEE, WI 53072 | Advisory (Plan) | $95,027 |
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Plan Administrator; Participant loan ... | $76,159 |
HAWKINS ASH CPAS10+ years Filed as: HAWKINS ASH CPAS, LLP Service code 10 · EIN 39-0912608 | Accounting | $10,675 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,399 | $92,055-20.3% | $106,213-30.9% | $77,643-5.5% |
| Participation rate | 95.9% | 81.0%+14.9pp | 75.3%+20.6pp | 70.6%+25.4pp |
| Annual return | 11.11% | 17.91%-6.8pp | 116.14%-105.0pp | 31.24%-20.1pp |
| Employer contribution / active EE | $793 | $3,367-76.5% | $3,171-75.0% | $2,726-70.9% |
| Participant deferral / active EE | $5,444 | $5,386+1.1% | $5,016+8.5% | $4,647+17.1% |
| Admin fee / account holder | $150 | $219-31.6% | $11,033-98.6% | $430-65.2% |