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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 | $36,002+181.0% | $161,489-37.4% | $64,728+56.3% |
| Participation rate | 99.7% | 57.4%+42.2pp | 78.7%+21.0pp | 57.9%+41.8pp |
| Annual return | 10.72% | 33.93%-23.2pp | 89.72%-79.0pp | 49.38%-38.7pp |
| Employer contribution / active EE | $4,473 | $1,380+224.3% | $4,268+4.8% | $2,243+99.5% |
| Participant deferral / active EE | $0 | $1,815-100.0% | $5,630-100.0% | $2,729-100.0% |
| Admin fee / account holder | $289 | $931-69.0% | $16,006-98.2% | $1,145-74.8% |