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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INC. Service code 26 777 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $46,747 |
NEWPORT GROUP, INC.5+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,293 |
NEWPORT GROUP, INC.5+ years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $15,704 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $99,584 | $85,135+17.0% | $98,920+0.7% | $73,412+35.7% |
| Participation rate | 81.2% | 81.1%+0.1pp | 76.0%+5.2pp | 72.2%+9.1pp |
| Annual return | 5.87% | 19.14%-13.3pp | 196.47%-190.6pp | 59.30%-53.4pp |
| Employer contribution / active EE | $5,803 | $2,721+113.3% | $2,689+115.8% | $2,234+159.8% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,245-100.0% | $3,806-100.0% |
| Admin fee / account holder | $247 | $139+77.4% | $6,643-96.3% | $158+56.4% |