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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $50,738 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $45,699 |
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 | $276,336 | $88,122+213.6% | $141,177+95.7% | $67,579+308.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 21.51% | 75.40%-53.9pp | 71.40%-49.9pp | 378.56%-357.0pp |
| Employer contribution / active EE | $6,546 | $3,224+103.0% | $4,736+38.2% | $2,148+204.8% |
| Participant deferral / active EE | $7,992 | $5,958+34.1% | $6,710+19.1% | $3,539+125.8% |
| Admin fee / account holder | $214 | $131+63.2% | $10,263-97.9% | $142+50.2% |