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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 10 10 TERRACE CT., · MADISON, WI 53718 | Accounting | $58,077 |
NEWPORT GROUP, INC.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $42,180 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $13,254 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,812 | $86,897-0.1% | $151,628-42.7% | $64,814+33.9% |
| Participation rate | 92.5% | 87.3%+5.2pp | 87.5%+5.0pp | 71.5%+21.0pp |
| Annual return | -17.86% | -3.57%-14.3pp | 3.34%-21.2pp | 32.84%-50.7pp |
| Employer contribution / active EE | $6,832 | $4,010+70.4% | $6,165+10.8% | $2,507+172.6% |
| Participant deferral / active EE | $6,922 | $6,690+3.5% | $8,363-17.2% | $4,310+60.6% |
| Admin fee / account holder | $339 | $153+121.5% | $11,613-97.1% | $188+80.4% |