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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $46,283 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 28 · EIN 22-1146430 | Investment Management | $13,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,512 | $71,142-51.5% | $119,608-71.1% | $64,814-46.8% |
| Participation rate | 63.6% | 78.6%-15.0pp | 79.3%-15.6pp | 71.5%-7.8pp |
| Annual return | -7.15% | -10.01%+2.9pp | -14.98%+7.8pp | 32.84%-40.0pp |
| Employer contribution / active EE | $968 | $2,497-61.2% | $4,232-77.1% | $2,507-61.4% |
| Participant deferral / active EE | $5,281 | $4,490+17.6% | $5,601-5.7% | $4,310+22.5% |
| Admin fee / account holder | $102 | $162-37.3% | $10,326-99.0% | $188-45.9% |