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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $18,505 |
PNC BANK, N.A.2 years Service code 25 · EIN 22-1146430 | Directed Trustee | $14,708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $42,888 | $66,319-35.3% | $93,614-54.2% | $65,185-34.2% |
| Participation rate | 50.5% | 74.0%-23.5pp | 75.8%-25.3pp | 70.2%-19.7pp |
| Annual return | 29.76% | 42.59%-12.8pp | 32.76%-3.0pp | 29.38%+0.4pp |
| Employer contribution / active EE | $1,558 | $2,013-22.6% | $2,718-42.7% | $2,177-28.4% |
| Participant deferral / active EE | $3,016 | $3,343-9.8% | $4,069-25.9% | $3,514-14.2% |
| Admin fee / account holder | $302 | $6,900-95.6% | $7,889-96.2% | $847-64.3% |