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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 | $84,685+25.4% | $142,942-25.7% | $67,986+56.2% |
| Participation rate | 51.6% | 61.4%-9.8pp | 76.8%-25.2pp | 57.2%-5.6pp |
| Annual return | 13.02% | 35.89%-22.9pp | 113.70%-100.7pp | 31.67%-18.6pp |
| Employer contribution / active EE | $1,040 | $2,263-54.1% | $4,139-74.9% | $2,019-48.5% |
| Participant deferral / active EE | $2,101 | $3,832-45.2% | $7,128-70.5% | $3,358-37.4% |
| Admin fee / account holder | $136 | $3,229-95.8% | $12,475-98.9% | $3,203-95.7% |