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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,482 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD Service code 33 1 NORTH MAIN STREET · JANESVILLE, WI 53545 | Securities brokerage; Distribution (1... | $0 |
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 | $67,450 | $56,640+19.1% | $78,002-13.5% | $55,167+22.3% |
| Participation rate | 78.6% | 73.3%+5.3pp | 75.5%+3.1pp | 69.0%+9.6pp |
| Annual return | 10.55% | 2868.48%-2857.9pp | 425.99%-415.4pp | 169.23%-158.7pp |
| Employer contribution / active EE | $3,842 | $1,724+122.9% | $2,470+55.5% | $1,963+95.8% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $18 | $467-96.1% | $5,481-99.7% | $504-96.4% |