Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP Service code 19 TWO ALLEGHENY CENTER NOVA TOWER 2 · PITTSBURGH, PA 15212 | Securities Custodian | $438,756 |
CDS ADMINISTRATORS7 years Service code 13 · EIN 25-1352803 232 WISE ROAD, SUITE 220 · HARMONY, PA 16037 | Contract Administrator | $143,023 |
HENRY ROSSI & CO., LLP7 years Service code 10 · EIN 25-1698045 50 SECO ROAD, SUITE A · MONROEVILLE, PA 15146 | Accounting | $32,190 |
MEYER, UNKOVIC & SCOTT5 years Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $17,036 |
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 | $86,832 | $88,479-1.9% | $96,543-10.1% | $80,187+8.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 14.28% | 22.53%-8.3pp | 35.75%-21.5pp | 40.40%-26.1pp |
| Employer contribution / active EE | $3,848 | $4,177-7.9% | $3,741+2.9% | $2,980+29.1% |
| Participant deferral / active EE | $287 | $3,961-92.7% | $4,880-94.1% | $5,016-94.3% |
| Admin fee / account holder | $101 | $211-52.2% | $6,737-98.5% | $145-30.2% |