Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $11,555 |
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $10,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,338 | $65,378-36.8% | $87,103-52.5% | $65,186-36.6% |
| Participation rate | 54.6% | 75.3%-20.8pp | 76.9%-22.3pp | 70.2%-15.6pp |
| Annual return | 21.47% | 31.28%-9.8pp | 28.19%-6.7pp | 29.39%-7.9pp |
| Employer contribution / active EE | $539 | $1,823-70.4% | $2,521-78.6% | $2,177-75.2% |
| Participant deferral / active EE | $1,563 | $3,389-53.9% | $4,049-61.4% | $3,514-55.5% |
| Admin fee / account holder | $170 | $520-67.4% | $7,491-97.7% | $847-80.0% |