Filed May 10, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $57,591 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 27 10 TERRACE COURT · MADISON, WI 53718 | Advisory (Plan) | $12,245 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $46,084 | $100,272-54.0% | $170,055-72.9% | $74,478-38.1% |
| Participation rate | 79.8% | 87.4%-7.6pp | 87.0%-7.2pp | 70.7%+9.0pp |
| Annual return | 16.78% | 66.12%-49.3pp | 53.43%-36.7pp | 34.37%-17.6pp |
| Employer contribution / active EE | $1,391 | $4,266-67.4% | $6,790-79.5% | $2,637-47.2% |
| Participant deferral / active EE | $1,873 | $7,147-73.8% | $10,410-82.0% | $4,530-58.7% |
| Admin fee / account holder | $150 | $235-36.0% | $12,828-98.8% | $347-56.7% |