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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 15 · EIN 62-1868111 | Recordkeeping | $22,500 |
RBC WEALTH MANAGEMENT1+ years Service code 28 10 EAST DOLY STREET · MADISON, WI 53701 | Investment Management | $8,424 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT TRUST CO. Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $5,263 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,695 | $57,096+11.6% | $94,229-32.4% | $55,191+15.4% |
| Participation rate | 82.8% | 75.7%+7.1pp | 78.8%+4.0pp | 69.2%+13.7pp |
| Annual return | -0.78% | 159.65%-160.4pp | 10.68%-11.5pp | 10.78%-11.6pp |
| Employer contribution / active EE | $1,900 | $1,708+11.2% | $3,587-47.0% | $1,8990% |
| Participant deferral / active EE | $3,307 | $3,165+4.5% | $4,320-23.5% | $3,046+8.5% |
| Admin fee / account holder | $48 | $89-46.4% | $6,269-99.2% | $91-47.3% |