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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 | $78,190+35.8% | $149,600-29.0% | $64,097+65.7% |
| Participation rate | 51.6% | 58.6%-7.1pp | 77.2%-25.6pp | 55.2%-3.6pp |
| Annual return | 13.02% | 34.34%-21.3pp | 129.59%-116.6pp | 34.64%-21.6pp |
| Employer contribution / active EE | $1,040 | $1,942-46.5% | $4,193-75.2% | $1,891-45.0% |
| Participant deferral / active EE | $2,101 | $3,703-43.3% | $7,203-70.8% | $3,080-31.8% |
| Admin fee / account holder | $136 | $3,683-96.3% | $13,963-99.0% | $3,454-96.1% |