Filed June 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $29,563 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 | Advisory (Participants) | $12,353 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,477 | $79,209-4.7% | $102,434-26.3% | $74,459+1.4% |
| Participation rate | 90.0% | 74.8%+15.2pp | 76.5%+13.5pp | 67.2%+22.8pp |
| Annual return | 19.88% | 54.98%-35.1pp | 29.46%-9.6pp | 1369.70%-1349.8pp |
| Employer contribution / active EE | $1,215 | $2,362-48.6% | $3,023-59.8% | $2,626-53.7% |
| Participant deferral / active EE | $3,293 | $4,417-25.5% | $5,055-34.9% | $4,350-24.3% |
| Admin fee / account holder | $304 | $2,002-84.8% | $9,462-96.8% | $1,945-84.4% |