Filed March 31, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $36,786 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL MANAGEMENT Service code 26 · EIN 22-1146430 | Advisory (Participants) | $15,913 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,622 | $79,209-53.8% | $102,434-64.2% | $74,459-50.8% |
| Participation rate | 61.7% | 74.8%-13.1pp | 76.5%-14.8pp | 67.2%-5.5pp |
| Annual return | 12.41% | 54.98%-42.6pp | 29.46%-17.0pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $2,113 | $2,362-10.6% | $3,023-30.1% | $2,626-19.5% |
| Participant deferral / active EE | $3,165 | $4,417-28.3% | $5,055-37.4% | $4,350-27.2% |
| Admin fee / account holder | $225 | $2,002-88.8% | $9,462-97.6% | $1,945-88.4% |