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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,650 | $71,523-4.0% | $98,461-30.3% | $71,511-4.0% |
| Participation rate | 87.8% | 72.7%+15.1pp | 75.2%+12.7pp | 67.9%+19.9pp |
| Annual return | 13.63% | 32.43%-18.8pp | 21.17%-7.5pp | 28.86%-15.2pp |
| Employer contribution / active EE | $8,165 | $2,399+240.3% | $3,049+167.8% | $2,589+215.4% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $248 | $1,676-85.2% | $8,961-97.2% | $1,588-84.4% |