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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $79,308 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $7,223 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,768 | $47,766+73.3% | $82,7630% | $64,824+27.7% |
| Participation rate | 75.9% | 67.7%+8.2pp | 72.6%+3.4pp | 71.5%+4.4pp |
| Annual return | -10.44% | -13.06%+2.6pp | 702.45%-712.9pp | 32.84%-43.3pp |
| Employer contribution / active EE | $3,960 | $2,182+81.5% | $3,008+31.6% | $2,507+57.9% |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,395-100.0% | $4,311-100.0% |
| Admin fee / account holder | $234 | $143+63.7% | $5,325-95.6% | $188+24.6% |