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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $19,726 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $9,234 |
Filed as: BAIRD Service code 26 777 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $9,029 |
CHOREO LLC1 year Filed as: CHOREO, LLC Service code 26 1 SOUTH PINCKNEY ST. · MADISON, WI 53703 | Advisory (Participants) | $7,625 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,650 | $71,516-4.0% | $98,439-30.3% | $71,457-3.9% |
| Participation rate | 87.8% | 72.7%+15.1pp | 75.2%+12.7pp | 67.9%+19.9pp |
| Annual return | 13.63% | 32.41%-18.8pp | 21.16%-7.5pp | 28.85%-15.2pp |
| Employer contribution / active EE | $8,165 | $2,399+240.4% | $3,048+167.9% | $2,588+215.5% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $248 | $1,675-85.2% | $8,948-97.2% | $1,587-84.4% |