Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $47,288 |
BAIRD FUNDS2+ 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.
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 | $93,860 | $75,284+24.7% | $91,004+3.1% | $69,631+34.8% |
| Participation rate | 87.1% | 80.4%+6.7pp | 75.6%+11.5pp | 70.7%+16.5pp |
| Annual return | 13.50% | 48.40%-34.9pp | 4.60%+8.9pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $5,783 | $2,473+133.9% | $2,456+135.5% | $2,032+184.6% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,548-100.0% | $3,224-100.0% |
| Admin fee / account holder | $15 | $111-86.2% | $5,417-99.7% | $110-86.2% |