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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $57,065 |
CHOREO LLC3 years Filed as: CHOREO, LLC Service code 26 1 SOUTH PINCKNEY STREET · MADISON, WI 53703 | Advisory (Participants) | $46,265 |
NEWPORT GROUP, INC.10+ years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $8,731 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,597 | $107,218+18.1% | $115,768+9.4% | $79,634+59.0% |
| Participation rate | 80.0% | 76.8%+3.2pp | 74.4%+5.6pp | 62.5%+17.5pp |
| Annual return | 10.72% | 15.41%-4.7pp | 100.46%-89.7pp | 36.46%-25.7pp |
| Employer contribution / active EE | $3,641 | $3,627+0.4% | $2,940+23.8% | $2,529+44.0% |
| Participant deferral / active EE | $0 | $5,091-100.0% | $4,917-100.0% | $3,835-100.0% |
| Admin fee / account holder | $287 | $576-50.1% | $12,439-97.7% | $1,002-71.3% |