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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $93,860 |
CENTRAL DATA SERVICES4 years Service code 13 · EIN 25-1352803 | Contract Administrator | $48,486 |
PNC BANK, N.A.5+ years Filed as: PNC Service code 15 · EIN 25-1211909 | Recordkeeping | $30,228 |
Service code 27 · EIN 25-1590035 | Advisory (Plan) | $17,000 |
JUBELIRER PASS & INTRIERI P.C.5+ years Filed as: JUBELIRER PASS & INTRIERI, P.C. Service code 29 · EIN 25-1340770 | Legal | $14,385 |
DICLAUDIO & KRAMER, LLC4 years Service code 10 · EIN 27-0889793 | Accounting | $14,000 |
Participant contribution per participant 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 | $69,542 | $66,051+5.3% | $92,909-25.2% | $77,775-10.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 20.85% | 20.69%+0.2pp | 109.44%-88.6pp | 32.58%-11.7pp |
| Employer contribution / active EE | $3,011 | $3,426-12.1% | $3,653-17.6% | $2,504+20.2% |
| Participant deferral / active EE | $3 | $3,013-99.9% | $4,238-99.9% | $3,966-99.9% |
| Admin fee / account holder | $191 | $148+29.3% | $5,795-96.7% | $100+91.0% |