Filed August 26, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $19,024 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $12,139 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,635 | $52,450+19.4% | $129,384-51.6% | $74,459-15.9% |
| Participation rate | 77.9% | 53.8%+24.0pp | 69.6%+8.3pp | 67.2%+10.7pp |
| Annual return | 14.36% | 15.65%-1.3pp | 9461.77%-9447.4pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $1,533 | $1,5320% | $4,153-63.1% | $2,626-41.6% |
| Participant deferral / active EE | $3,822 | $2,797+36.6% | $4,166-8.3% | $4,350-12.1% |
| Admin fee / account holder | $260 | $2,636-90.1% | $7,686-96.6% | $1,945-86.6% |