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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP8+ years Service code 10 · EIN 13-5381590 | Accounting | $19,007 |
Filed as: REINHART Service code 29 1000 N WATER ST, 1700 · MILWAUKEE, WI 53202 | Legal | $15,412 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $5,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,484 | $82,188-84.8% | $125,391-90.0% | $64,824-80.7% |
| Participation rate | 97.3% | 77.9%+19.4pp | 82.4%+14.9pp | 71.5%+25.8pp |
| Annual return | 2.59% | 3.50%-0.9pp | 572.41%-569.8pp | 32.84%-30.3pp |
| Employer contribution / active EE | $949 | $3,617-73.8% | $4,816-80.3% | $2,507-62.2% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $118 | $163-27.8% | $10,009-98.8% | $188-37.3% |