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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD & CO INC. Service code 26 777 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $68,930 |
NEWPORT GROUP, INC.6+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $29,034 |
NEWPORT GROUP, INC.6+ years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $26,922 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,019 | $93,131+21.4% | $106,551+6.1% | $86,813+30.2% |
| Participation rate | 86.6% | 81.4%+5.2pp | 76.1%+10.5pp | 72.3%+14.4pp |
| Annual return | 25.89% | 19.45%+6.4pp | 26.80%-0.9pp | 97.93%-72.0pp |
| Employer contribution / active EE | $6,533 | $2,895+125.6% | $2,819+131.7% | $2,406+171.5% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,131-100.0% |
| Admin fee / account holder | $347 | $145+139.1% | $7,408-95.3% | $170+104.6% |