Filed July 15, 2013 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Participants) | $40,000 |
NEWPORT GROUP, INC.6 years Service code 14 · EIN 27-2037969 | Plan Administrator | $34,903 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $12,674 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,804 | $106,230+23.1% | $147,080-11.1% | $77,736+68.3% |
| Participation rate | 95.4% | 78.4%+17.0pp | 82.2%+13.2pp | 70.6%+24.8pp |
| Annual return | 17.24% | 56.91%-39.7pp | 420.17%-402.9pp | 31.26%-14.0pp |
| Employer contribution / active EE | $1,958 | $4,072-51.9% | $4,933-60.3% | $2,728-28.2% |
| Participant deferral / active EE | $6,737 | $8,001-15.8% | $8,066-16.5% | $4,651+44.9% |
| Admin fee / account holder | $255 | $338-24.8% | $12,989-98.0% | $433-41.2% |