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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $30,386 |
BAIRD FUNDS4 years Filed as: ROBERT W BAIRD & CO INC. Service code 26 777 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $28,089 |
NEWPORT GROUP, INC.8+ years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $27,031 |
CHOREO LLC1 year Filed as: CHOREO, LLC Service code 26 1 SOUTH PINCKNEY STREET · MADISON, WI 53703 | Advisory (Participants) | $22,375 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,805 | $84,784+31.9% | $98,461+13.6% | $74,460+50.2% |
| Participation rate | 83.8% | 81.5%+2.3pp | 75.2%+8.6pp | 70.7%+13.1pp |
| Annual return | 8.19% | 20.59%-12.4pp | 21.17%-13.0pp | 34.38%-26.2pp |
| Employer contribution / active EE | $7,303 | $3,364+117.1% | $3,049+139.6% | $2,638+176.8% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,530-100.0% |
| Admin fee / account holder | $293 | $204+43.4% | $8,961-96.7% | $348-15.7% |