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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $58,851 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $30,046 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $11,406 |
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 | $88,347 | $52,188+69.3% | $86,656+2.0% | $74,473+18.6% |
| Participation rate | 98.9% | 66.3%+32.6pp | 71.7%+27.2pp | 70.7%+28.2pp |
| Annual return | 8.42% | 44.46%-36.0pp | 593.09%-584.7pp | 34.36%-25.9pp |
| Employer contribution / active EE | $4,063 | $2,282+78.0% | $3,025+34.3% | $2,638+54.0% |
| Participant deferral / active EE | $0 | $3,383-100.0% | $4,439-100.0% | $4,530-100.0% |
| Admin fee / account holder | $254 | $319-20.3% | $5,619-95.5% | $347-26.8% |