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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $109,275 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 | Advisory (Participants) | $35,534 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $18,724 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,529 | $53,216-22.0% | $155,534-73.3% | $199,960-79.2% |
| Participation rate | 98.3% | 64.1%+34.1pp | 78.2%+20.0pp | 72.0%+26.3pp |
| Annual return | 15.97% | 41.18%-25.2pp | 64.92%-48.9pp | 34.28%-18.3pp |
| Employer contribution / active EE | $2,852 | $1,848+54.3% | $4,675-39.0% | $3,036-6.0% |
| Participant deferral / active EE | $4,769 | $3,164+50.7% | $5,630-15.3% | $5,087-6.3% |
| Admin fee / account holder | $91 | $186-51.2% | $15,900-99.4% | $269-66.4% |