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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $26,121 |
BRONFMAN E.L. ROTHSCHILD4+ years Filed as: BRONFMAN E.L. ROTHCHILD, LP Service code 28 10 TERRACE COURT · MADISON, WI 53718 | Investment Management | $5,858 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,458 | $47,977-80.3% | $154,111-93.9% | $56,287-83.2% |
| Participation rate | 57.9% | 66.2%-8.2pp | 83.0%-25.1pp | 69.9%-11.9pp |
| Annual return | -4.68% | 3.54%-8.2pp | 735.18%-739.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $429 | $2,169-80.2% | $5,298-91.9% | $2,111-79.7% |
| Participant deferral / active EE | $248 | $2,392-89.6% | $5,081-95.1% | $3,350-92.6% |
| Admin fee / account holder | $166 | $438-62.1% | $13,411-98.8% | $521-68.1% |