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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $41,646 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 | Advisory (Participants) | $6,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,811 | $65,125-43.5% | $143,797-74.4% | $66,949-45.0% |
| Participation rate | 50.9% | 65.2%-14.3pp | 80.3%-29.4pp | 69.8%-18.9pp |
| Annual return | -13.13% | -11.13%-2.0pp | -0.04%-13.1pp | 1.57%-14.7pp |
| Employer contribution / active EE | $1,745 | $2,362-26.2% | $4,952-64.8% | $2,545-31.5% |
| Participant deferral / active EE | $3,098 | $2,920+6.1% | $5,638-45.1% | $4,239-26.9% |
| Admin fee / account holder | $319 | $503-36.5% | $14,679-97.8% | $594-46.2% |