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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS5+ years Filed as: ROBERT W. BAIRD Service code 26 1 NORTH MAIN STREET · JANESVILLE, WI 53545 | Advisory (Participants) | $14,381 |
NEWPORT GROUP, INC.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $10,624 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $6,471 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,115 | $70,917-1.1% | $98,920-29.1% | $73,497-4.6% |
| Participation rate | 79.5% | 73.8%+5.7pp | 76.0%+3.5pp | 70.7%+8.8pp |
| Annual return | 9.87% | 34.18%-24.3pp | 196.47%-186.6pp | 28.51%-18.6pp |
| Employer contribution / active EE | $1,165 | $2,037-42.8% | $2,689-56.7% | $2,270-48.7% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $216 | $535-59.7% | $6,643-96.8% | $513-58.0% |