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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 | $36,904+174.1% | $158,223-36.1% | $65,191+55.2% |
| Participation rate | 99.7% | 62.1%+37.5pp | 79.2%+20.5pp | 63.0%+36.7pp |
| Annual return | 10.72% | 24.43%-13.7pp | 52.09%-41.4pp | 51.24%-40.5pp |
| Employer contribution / active EE | $4,473 | $1,489+200.4% | $4,109+8.9% | $2,400+86.4% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $5,467-100.0% | $2,671-100.0% |
| Admin fee / account holder | $289 | $793-63.6% | $16,047-98.2% | $907-68.2% |