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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS6+ years Filed as: ROBERT W. BAIRD Service code 26 1 NORTH MAIN STREET · JANESVILLE, WI 53545 | Advisory (Participants) | $21,040 |
NEWPORT GROUP, INC.6+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $17,495 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $8,317 |
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 | $79,401 | $79,4380% | $106,551-25.5% | $79,3930% |
| Participation rate | 75.4% | 74.2%+1.3pp | 76.1%-0.7pp | 70.7%+4.7pp |
| Annual return | 24.85% | 18.27%+6.6pp | 26.80%-2.0pp | 116.87%-92.0pp |
| Employer contribution / active EE | $3,530 | $2,235+58.0% | $2,819+25.2% | $2,428+45.4% |
| Participant deferral / active EE | $0 | $3,824-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $291 | $523-44.4% | $7,408-96.1% | $627-53.6% |