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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS7+ years Filed as: ROBERT W. BAIRD Service code 26 1 NORTH MAIN STREET · JANESVILLE, WI 53545 | Advisory (Participants) | $23,393 |
NEWPORT GROUP, INC.7+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $18,900 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $9,264 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,036 | $72,620-17.3% | $90,760-33.9% | $66,938-10.3% |
| Participation rate | 91.1% | 73.7%+17.4pp | 75.7%+15.4pp | 69.8%+21.2pp |
| Annual return | -17.49% | -12.28%-5.2pp | -12.16%-5.3pp | 1.58%-19.1pp |
| Employer contribution / active EE | $8,243 | $2,369+247.9% | $2,922+182.1% | $2,545+223.9% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,238-100.0% |
| Admin fee / account holder | $274 | $707-61.2% | $8,444-96.8% | $594-53.8% |