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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-4411131 | Contract Administrator | $39,438 |
ASCENSUS LLC1 year Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 19435 WEST CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Plan) | $35,621 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $6,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,798 | $65,376+77.1% | $87,102+32.9% | $65,185+77.6% |
| Participation rate | 97.8% | 75.3%+22.5pp | 76.9%+20.9pp | 70.2%+27.6pp |
| Annual return | 19.11% | 31.27%-12.2pp | 28.19%-9.1pp | 29.38%-10.3pp |
| Employer contribution / active EE | $2,903 | $1,822+59.3% | $2,521+15.1% | $2,177+33.4% |
| Participant deferral / active EE | $6,536 | $3,388+92.9% | $4,048+61.5% | $3,514+86.0% |
| Admin fee / account holder | $357 | $520-31.3% | $7,491-95.2% | $847-57.8% |