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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $41,924 |
CHOREO LLC2 years Filed as: CHOREO, LLC Service code 26 1 SOUTH PINCKNEY STREET · MADISON, WI 53703 | Advisory (Participants) | $34,150 |
NEWPORT GROUP, INC.9+ years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $30,722 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,638 | $92,076+36.5% | $105,608+19.0% | $77,714+61.7% |
| Participation rate | 81.8% | 81.0%+0.7pp | 75.3%+6.5pp | 70.6%+11.2pp |
| Annual return | 14.06% | 17.84%-3.8pp | 116.50%-102.4pp | 31.26%-17.2pp |
| Employer contribution / active EE | $7,313 | $3,370+117.0% | $3,167+130.9% | $2,727+168.2% |
| Participant deferral / active EE | $0 | $5,390-100.0% | $5,010-100.0% | $4,649-100.0% |
| Admin fee / account holder | $284 | $219+29.7% | $11,028-97.4% | $433-34.4% |