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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.
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 | $69,733+52.3% | $161,596-34.3% | $69,733+52.3% |
| Participation rate | 51.6% | 62.5%-10.9pp | 80.7%-29.1pp | 62.5%-10.9pp |
| Annual return | 13.02% | 15.22%-2.2pp | 389.92%-376.9pp | 15.22%-2.2pp |
| Employer contribution / active EE | $1,040 | $2,250-53.8% | $3,977-73.8% | $2,250-53.8% |
| Participant deferral / active EE | $2,101 | $3,054-31.2% | $6,750-68.9% | $3,054-31.2% |
| Admin fee / account holder | $136 | $3,102-95.6% | $13,161-99.0% | $3,102-95.6% |