Filed May 10, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $70,486 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 10 TERRACE COURT, · MADISON, WI 53718 | Advisory (Plan) | $43,186 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $10,699 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,784 | $86,897-55.4% | $151,634-74.4% | $64,829-40.2% |
| Participation rate | 97.0% | 87.3%+9.8pp | 87.5%+9.5pp | 71.5%+25.5pp |
| Annual return | -17.10% | -3.57%-13.5pp | 3.32%-20.4pp | 32.85%-49.9pp |
| Employer contribution / active EE | $1,844 | $4,010-54.0% | $6,165-70.1% | $2,507-26.5% |
| Participant deferral / active EE | $2,508 | $6,690-62.5% | $8,363-70.0% | $4,312-41.8% |
| Admin fee / account holder | $260 | $153+70.1% | $11,614-97.8% | $188+38.5% |