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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,691 |
PNC BANK, N.A.10+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,185 | $77,455+37.1% | $151,266-29.8% | $64,340+65.0% |
| Participation rate | 51.6% | 54.0%-2.4pp | 77.0%-25.4pp | 55.2%-3.7pp |
| Annual return | 13.02% | 16.64%-3.6pp | 180.60%-167.6pp | 24.14%-11.1pp |
| Employer contribution / active EE | $1,040 | $1,920-45.8% | $4,237-75.5% | $1,862-44.1% |
| Participant deferral / active EE | $2,101 | $3,496-39.9% | $7,337-71.4% | $2,980-29.5% |
| Admin fee / account holder | $136 | $2,534-94.6% | $13,159-99.0% | $3,703-96.3% |