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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $17,539 |
PNC BANK, N.A.3 years Filed as: PNC BANK, N.A Service code 25 · EIN 22-1146430 | Directed Trustee | $15,822 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,489 | $52,961+27.4% | $172,752-60.9% | $65,185+3.5% |
| Participation rate | 47.4% | 66.2%-18.8pp | 82.6%-35.3pp | 70.2%-22.8pp |
| Annual return | 27.33% | 30.12%-2.8pp | 802.97%-775.6pp | 29.38%-2.1pp |
| Employer contribution / active EE | $1,184 | $2,190-45.9% | $5,144-77.0% | $2,177-45.6% |
| Participant deferral / active EE | $2,247 | $2,471-9.1% | $5,198-56.8% | $3,514-36.1% |
| Admin fee / account holder | $315 | $472-33.3% | $13,955-97.7% | $847-62.9% |