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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $9,367 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $8,856 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,914 | $54,763-43.5% | $90,324-65.8% | $72,976-57.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.68% | 30.63%-12.0pp | 78.15%-59.5pp | 81.02%-62.3pp |
| Employer contribution / active EE | $1,799 | $2,093-14.0% | $2,856-37.0% | $2,440-26.3% |
| Participant deferral / active EE | $1,047 | $2,887-63.7% | $3,885-73.1% | $3,608-71.0% |
| Admin fee / account holder | $193 | $3,973-95.1% | $5,356-96.4% | $5,124-96.2% |