| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $44,924 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORTGROUP INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $37,060 |
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 | $61,306 | $73,404-16.5% | $87,102-29.6% | $67,584-9.3% |
| Participation rate | 74.2% | 80.9%-6.7pp | 76.9%-2.7pp | 71.3%+2.9pp |
| Annual return | 22.70% | 48.29%-25.6pp | 28.19%-5.5pp | 378.59%-355.9pp |
| Employer contribution / active EE | $975 | $2,014-51.6% | $2,521-61.3% | $2,148-54.6% |
| Participant deferral / active EE | $2,550 | $3,913-34.8% | $4,048-37.0% | $3,540-27.9% |
| Admin fee / account holder | $167 | $142+18.2% | $7,493-97.8% | $142+17.6% |