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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD & CO INC. Service code 26 777 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $63,245 |
NEWPORT GROUP, INC.7+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $38,314 |
NEWPORT GROUP, INC.7+ years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $30,547 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,811 | $81,948+30.3% | $90,760+17.7% | $64,819+64.8% |
| Participation rate | 85.2% | 80.5%+4.7pp | 75.7%+9.5pp | 71.5%+13.7pp |
| Annual return | -8.19% | -12.53%+4.3pp | -12.16%+4.0pp | 32.84%-41.0pp |
| Employer contribution / active EE | $6,558 | $3,067+113.8% | $2,922+124.5% | $2,507+161.6% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,311-100.0% |
| Admin fee / account holder | $371 | $157+136.2% | $8,444-95.6% | $188+97.6% |