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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.5+ years Service code 59 · EIN 25-1211909 | Shareholder Servicing | $9,335 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $6,821 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,556 | $52,967-34.8% | $172,753-80.0% | $65,186-47.0% |
| Participation rate | 61.3% | 66.2%-4.9pp | 82.6%-21.4pp | 70.2%-8.9pp |
| Annual return | 25.70% | 30.12%-4.4pp | 803.00%-777.3pp | 29.39%-3.7pp |
| Employer contribution / active EE | $152 | $2,190-93.0% | $5,144-97.0% | $2,177-93.0% |
| Participant deferral / active EE | $1,545 | $2,471-37.5% | $5,198-70.3% | $3,514-56.0% |
| Admin fee / account holder | $73 | $472-84.5% | $13,956-99.5% | $847-91.4% |