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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $66,441 |
PNC BANK, N.A.4 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $43,015 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $2,819 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,154 | $38,165+165.0% | $189,758-46.7% | $69,255+46.1% |
| Participation rate | 99.7% | 66.7%+33.0pp | 79.8%+19.9pp | 69.0%+30.6pp |
| Annual return | 10.72% | 14.65%-3.9pp | 52.62%-41.9pp | 26.73%-16.0pp |
| Employer contribution / active EE | $4,473 | $1,589+181.5% | $4,767-6.1% | $2,645+69.1% |
| Participant deferral / active EE | $0 | $2,073-100.0% | $5,856-100.0% | $2,890-100.0% |
| Admin fee / account holder | $289 | $714-59.6% | $20,388-98.6% | $733-60.6% |