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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 | $53,199-21.9% | $155,567-73.3% | $199,768-79.2% |
| Participation rate | 98.3% | 64.1%+34.1pp | 78.2%+20.1pp | 72.0%+26.2pp |
| Annual return | 15.97% | 41.17%-25.2pp | 64.74%-48.8pp | 34.26%-18.3pp |
| Employer contribution / active EE | $2,852 | $1,852+54.0% | $4,674-39.0% | $3,037-6.1% |
| Participant deferral / active EE | $4,769 | $3,163+50.8% | $5,628-15.3% | $5,090-6.3% |
| Admin fee / account holder | $91 | $186-51.2% | $15,916-99.4% | $269-66.3% |