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| 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 | $106,230+188.7% | $147,080+108.5% | $77,736+294.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 12.67% | 56.91%-44.2pp | 420.17%-407.5pp | 31.26%-18.6pp |
| Employer contribution / active EE | $4,653 | $4,072+14.3% | $4,933-5.7% | $2,728+70.6% |
| Participant deferral / active EE | $10,104 | $8,001+26.3% | $8,066+25.3% | $4,651+117.3% |
| Admin fee / account holder | $291 | $338-14.1% | $12,989-97.8% | $433-32.9% |