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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $19,863 |
CHOREO LLC2 years Filed as: CHOREO, LLC Service code 26 1 SOUTH PINCKNEY ST. · MADISON, WI 53703 | Advisory (Participants) | $14,663 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $9,136 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,917 | $78,607-4.7% | $105,624-29.1% | $74,478+0.6% |
| Participation rate | 76.5% | 72.8%+3.7pp | 75.3%+1.2pp | 67.2%+9.3pp |
| Annual return | 22.27% | 15.96%+6.3pp | 116.20%-93.9pp | 1370.56%-1348.3pp |
| Employer contribution / active EE | $913 | $2,523-63.8% | $3,168-71.2% | $2,626-65.2% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $244 | $2,220-89.0% | $10,961-97.8% | $1,946-87.5% |