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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $45,982 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $34,178 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $10,254 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,800 | $65,960+52.8% | $81,844+23.2% | $77,736+29.7% |
| Participation rate | 99.6% | 65.8%+33.9pp | 72.4%+27.3pp | 70.6%+29.0pp |
| Annual return | 17.26% | 26.64%-9.4pp | 778.87%-761.6pp | 31.26%-14.0pp |
| Employer contribution / active EE | $4,383 | $2,375+84.5% | $2,916+50.3% | $2,728+60.7% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,323-100.0% | $4,651-100.0% |
| Admin fee / account holder | $245 | $526-53.5% | $7,355-96.7% | $433-43.5% |