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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $15,840 |
SVA PLUMB FINANCIAL2 years Service code 26 1221 JOHN Q. HAMMONS DRIVE · MADISON, WI 53717 | Advisory (Participants) | $13,790 |
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 | $66,042 | $52,967+24.7% | $172,753-61.8% | $65,186+1.3% |
| Participation rate | 89.2% | 66.2%+23.0pp | 82.6%+6.5pp | 70.2%+19.0pp |
| Annual return | 24.30% | 30.12%-5.8pp | 803.00%-778.7pp | 29.39%-5.1pp |
| Employer contribution / active EE | $2,315 | $2,190+5.7% | $5,144-55.0% | $2,177+6.4% |
| Participant deferral / active EE | $4,935 | $2,471+99.7% | $5,198-5.0% | $3,514+40.5% |
| Admin fee / account holder | $219 | $472-53.6% | $13,956-98.4% | $847-74.1% |