Filed May 10, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $119,771 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 27 411 E. WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $56,456 |
GODFREY & KAHN2 years Service code 29 833 EAST MIGHIGAN STREET · MILWAUKEE, WI 532025615 | Legal | $0 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $0 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $0 |
Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,269 | $88,515-62.4% | $162,185-79.5% | $67,584-50.8% |
| Participation rate | 82.8% | 86.8%-4.0pp | 87.6%-4.7pp | 71.3%+11.5pp |
| Annual return | 20.12% | 27.04%-6.9pp | 115.61%-95.5pp | 378.59%-358.5pp |
| Employer contribution / active EE | $1,451 | $3,563-59.3% | $5,613-74.1% | $2,148-32.4% |
| Participant deferral / active EE | $1,822 | $5,724-68.2% | $7,297-75.0% | $3,540-48.5% |
| Admin fee / account holder | $230 | $124+86.4% | $10,844-97.9% | $142+62.0% |