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 |
|---|---|---|
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $50,000 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $34,262 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $28,211 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,731 | $106,110+189.1% | $147,005+108.7% | $77,671+294.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 12.67% | 56.77%-44.1pp | 418.76%-406.1pp | 31.21%-18.5pp |
| Employer contribution / active EE | $4,653 | $4,065+14.5% | $4,934-5.7% | $2,726+70.7% |
| Participant deferral / active EE | $10,104 | $7,992+26.4% | $8,070+25.2% | $4,648+117.4% |
| Admin fee / account holder | $291 | $338-13.9% | $13,006-97.8% | $430-32.5% |