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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $39,448 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Direct paym... | $9,587 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD Service code 33 1 NORTH MAIN STREET · JANESVILLE, WI 53545 | Securities brokerage; Distribution (1... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,366 | $74,024+11.3% | $78,002+5.6% | $57,658+42.9% |
| Participation rate | 84.3% | 79.7%+4.5pp | 75.5%+8.8pp | 70.2%+14.0pp |
| Annual return | 1.71% | 12.14%-10.4pp | 425.99%-424.3pp | 5.13%-3.4pp |
| Employer contribution / active EE | $5,371 | $2,365+127.1% | $2,470+117.4% | $1,974+172.1% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $6 | $93-93.4% | $5,481-99.9% | $95-93.5% |