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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $57,065 |
CHOREO LLC3 years Filed as: CHOREO, LLC Service code 26 1 SOUTH PINCKNEY STREET · MADISON, WI 53703 | Advisory (Participants) | $46,265 |
NEWPORT GROUP, INC.10+ years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $8,731 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,597 | $95,593+32.4% | $121,663+4.1% | $64,728+95.6% |
| Participation rate | 80.0% | 74.9%+5.0pp | 74.5%+5.5pp | 57.9%+22.1pp |
| Annual return | 10.72% | 11.26%-0.5pp | 147.54%-136.8pp | 49.38%-38.7pp |
| Employer contribution / active EE | $3,641 | $4,093-11.0% | $3,020+20.6% | $2,243+62.4% |
| Participant deferral / active EE | $0 | $3,994-100.0% | $4,887-100.0% | $2,729-100.0% |
| Admin fee / account holder | $287 | $813-64.7% | $14,289-98.0% | $1,145-74.9% |