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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 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,154 | $46,464+117.7% | $150,298-32.7% | $79,634+27.0% |
| Participation rate | 99.7% | 57.0%+42.7pp | 77.8%+21.9pp | 62.5%+37.2pp |
| Annual return | 10.72% | 27.89%-17.2pp | 62.79%-52.1pp | 36.46%-25.7pp |
| Employer contribution / active EE | $4,473 | $1,512+196.0% | $4,154+7.7% | $2,529+76.9% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $289 | $891-67.6% | $14,116-98.0% | $1,002-71.2% |