Filed May 10, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $51,451 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 27 411 E. WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $28,899 |
GODFREY & KAHN1 year Service code 29 833 EAST MIGHIGAN STREET · MILWAUKEE, WI 532025615 | Legal | $13,316 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $11,411 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Trustee (ba... | $9,604 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,193 | $80,005-66.0% | $140,019-80.6% | $55,727-51.2% |
| Participation rate | 67.4% | 87.0%-19.6pp | 87.5%-20.1pp | 70.9%-3.5pp |
| Annual return | -6.37% | 0.46%-6.8pp | 651.19%-657.6pp | 244.94%-251.3pp |
| Employer contribution / active EE | $1,332 | $3,403-60.8% | $5,605-76.2% | $2,078-35.9% |
| Participant deferral / active EE | $1,431 | $5,264-72.8% | $6,927-79.3% | $3,356-57.4% |
| Admin fee / account holder | $183 | $116+57.9% | $10,705-98.3% | $115+58.6% |