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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $36,574 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Participants) | $9,455 |
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.
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 | $79,503 | $65,453+21.5% | $86,698-8.3% | $66,938+18.8% |
| Participation rate | 95.0% | 75.5%+19.5pp | 76.6%+18.4pp | 69.8%+25.2pp |
| Annual return | -21.05% | -10.89%-10.2pp | 35.95%-57.0pp | 1.58%-22.6pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,389 | $4,102-41.8% | $4,656-48.7% | $4,238-43.6% |
| Admin fee / account holder | $403 | $642-37.3% | $7,493-94.6% | $594-32.2% |