Filed June 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $33,132 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 | Advisory (Participants) | $12,240 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,810 | $76,112-12.2% | $96,544-30.8% | $71,529-6.6% |
| Participation rate | 89.7% | 74.4%+15.3pp | 76.0%+13.7pp | 67.9%+21.7pp |
| Annual return | 12.83% | 22.80%-10.0pp | 25.88%-13.1pp | 28.97%-16.1pp |
| Employer contribution / active EE | $1,485 | $2,248-34.0% | $2,966-50.0% | $2,590-42.7% |
| Participant deferral / active EE | $3,576 | $4,217-15.2% | $4,851-26.3% | $4,291-16.7% |
| Admin fee / account holder | $327 | $2,708-87.9% | $8,254-96.0% | $1,588-79.4% |