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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,597 | $96,078+31.8% | $125,529+0.9% | $65,191+94.2% |
| Participation rate | 80.0% | 76.1%+3.8pp | 74.7%+5.2pp | 63.0%+17.0pp |
| Annual return | 10.72% | 11.20%-0.5pp | 202.56%-191.8pp | 51.24%-40.5pp |
| Employer contribution / active EE | $3,641 | $4,084-10.8% | $3,058+19.1% | $2,400+51.7% |
| Participant deferral / active EE | $0 | $3,510-100.0% | $4,813-100.0% | $2,671-100.0% |
| Admin fee / account holder | $287 | $962-70.1% | $16,298-98.2% | $907-68.3% |