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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $17,500 |
Filed as: REINHART Service code 29 1000 N WATER ST, 1700 · MILWAUKEE, WI 53202 | Legal | $11,431 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $4,149 |
Annual investment return 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 | $14,269 | $95,438-85.0% | $135,982-89.5% | $74,473-80.8% |
| Participation rate | 95.4% | 78.2%+17.2pp | 81.9%+13.5pp | 70.7%+24.7pp |
| Annual return | 11.23% | 32.61%-21.4pp | 68.32%-57.1pp | 34.36%-23.1pp |
| Employer contribution / active EE | $1,864 | $3,878-51.9% | $4,859-61.6% | $2,638-29.4% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $91 | $259-64.8% | $10,767-99.2% | $347-73.7% |