Filed December 25, 2013 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 19435 WEST CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Plan) | $52,584 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $30,870 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $10,191 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,948 | $79,223+70.3% | $102,460+31.7% | $74,478+81.2% |
| Participation rate | 91.4% | 74.8%+16.7pp | 76.5%+14.9pp | 67.2%+24.2pp |
| Annual return | 12.26% | 54.98%-42.7pp | 29.47%-17.2pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $9,346 | $4,417+111.6% | $5,056+84.8% | $4,350+114.8% |
| Admin fee / account holder | $374 | $2,003-81.3% | $9,460-96.1% | $1,946-80.8% |