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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $40,932 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 28 · EIN 22-1146430 | Investment Management | $7,767 |
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.)
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 | $140,467 | $65,453+114.6% | $86,691+62.0% | $66,930+109.9% |
| Participation rate | 31.1% | 75.5%-44.4pp | 76.6%-45.5pp | 69.8%-38.7pp |
| Annual return | -13.88% | -10.89%-3.0pp | 35.94%-49.8pp | 1.57%-15.5pp |
| Employer contribution / active EE | $920 | $2,154-57.3% | $2,837-67.6% | $2,545-63.8% |
| Participant deferral / active EE | $2,362 | $4,102-42.4% | $4,656-49.3% | $4,238-44.3% |
| Admin fee / account holder | $517 | $642-19.5% | $7,492-93.1% | $593-12.9% |