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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $10,596 |
PNC BANK, N.A.5+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 25 · EIN 22-1146430 620 LIBTERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $9,273 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,303 | $52,967-84.3% | $172,753-95.2% | $65,186-87.3% |
| Participation rate | 52.5% | 66.2%-13.7pp | 82.6%-30.1pp | 70.2%-17.7pp |
| Annual return | 21.48% | 30.12%-8.6pp | 803.00%-781.5pp | 29.39%-7.9pp |
| Employer contribution / active EE | $149 | $2,190-93.2% | $5,144-97.1% | $2,177-93.2% |
| Participant deferral / active EE | $765 | $2,471-69.0% | $5,198-85.3% | $3,514-78.2% |
| Admin fee / account holder | $76 | $472-83.8% | $13,956-99.5% | $847-91.0% |