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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORTGROUP INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $13,003 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $11,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,888 | $40,113-15.5% | $84,020-59.7% | $77,775-56.4% |
| Participation rate | 4.6% | 62.8%-58.2pp | 69.0%-64.5pp | 73.2%-68.6pp |
| Annual return | 19.70% | 23.27%-3.6pp | 71.31%-51.6pp | 32.58%-12.9pp |
| Employer contribution / active EE | $67 | $847-92.1% | $1,984-96.6% | $2,504-97.3% |
| Participant deferral / active EE | $122 | $2,030-94.0% | $3,239-96.2% | $3,966-96.9% |
| Admin fee / account holder | $204 | $92+122.4% | $6,101-96.7% | $100+103.6% |