Filed December 23, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $22,430 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,176 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,962 | $86,949+71.3% | $102,460+45.4% | $80,959+84.0% |
| Participation rate | 98.7% | 72.4%+26.3pp | 76.5%+22.2pp | 67.7%+31.1pp |
| Annual return | 25.63% | 18.89%+6.7pp | 29.47%-3.8pp | 35.67%-10.0pp |
| Employer contribution / active EE | $3,410 | $2,370+43.9% | $3,025+12.7% | $2,757+23.7% |
| Participant deferral / active EE | $7,109 | $4,121+72.5% | $5,056+40.6% | $4,300+65.3% |
| Admin fee / account holder | $311 | $8,048-96.1% | $9,460-96.7% | $6,925-95.5% |