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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $22,791 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1143460 | Directed Trustee | $21,086 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,503 | $65,376+79.7% | $87,102+34.9% | $65,185+80.3% |
| Participation rate | 62.8% | 75.3%-12.5pp | 76.9%-14.0pp | 70.2%-7.4pp |
| Annual return | 22.91% | 31.27%-8.4pp | 28.19%-5.3pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,481 | $1,822-18.7% | $2,521-41.3% | $2,177-32.0% |
| Participant deferral / active EE | $3,741 | $3,388+10.4% | $4,048-7.6% | $3,514+6.5% |
| Admin fee / account holder | $399 | $520-23.3% | $7,491-94.7% | $847-52.9% |