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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $47,290 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Claims proc... | $22,174 |
BAIRD FUNDS3+ years Filed as: ROBERT W. BAIRD Service code 33 1 NORTH MAIN STREET · JANESVILLE, WI 53545 | Securities brokerage; Distribution (1... | $0 |
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 | $104,167 | $65,223+59.7% | $80,022+30.2% | $55,725+86.9% |
| Participation rate | 84.1% | 80.6%+3.6pp | 75.8%+8.3pp | 70.9%+13.3pp |
| Annual return | 11.36% | 7.59%+3.8pp | 11.22%+0.1pp | 244.93%-233.6pp |
| Employer contribution / active EE | $5,383 | $2,544+111.6% | $2,468+118.1% | $2,078+159.0% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $46 | $114-59.6% | $6,521-99.3% | $115-59.9% |