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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Service code 28 10 EAST DOLY STREET · MADISON, WI 53701 | Investment Management | $37,923 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 | Custodial (securities); Account maint... | $16,717 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST CO. Service code 12 · EIN 27-4411131 | Account maintenance fees; Trustee (di... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,483 | $71,666+16.5% | $117,861-29.2% | $69,631+19.9% |
| Participation rate | 80.6% | 77.5%+3.0pp | 79.7%+0.9pp | 70.7%+9.9pp |
| Annual return | 22.36% | 18.86%+3.5pp | 335.11%-312.7pp | 27571.02%-27548.7pp |
| Employer contribution / active EE | $1,819 | $1,889-3.7% | $3,786-51.9% | $2,032-10.5% |
| Participant deferral / active EE | $3,287 | $3,340-1.6% | $4,482-26.7% | $3,224+2.0% |
| Admin fee / account holder | $146 | $120+21.7% | $8,021-98.2% | $110+32.5% |