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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $47,597 |
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $40,006 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,698 | $105,173-88.9% | $87,104-86.6% | $77,775-85.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 76.9%+23.1pp | 73.2%+26.8pp |
| Annual return | 21.41% | 24.52%-3.1pp | 28.19%-6.8pp | 32.58%-11.2pp |
| Employer contribution / active EE | $1,688 | $2,890-41.6% | $2,521-33.0% | $2,504-32.6% |
| Participant deferral / active EE | $1,452 | $5,048-71.2% | $4,048-64.1% | $3,966-63.4% |
| Admin fee / account holder | $37 | $105-64.4% | $7,491-99.5% | $100-62.8% |