Filed August 11, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $35,932 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $16,952 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC. Service code 59 | Shareholder Servicing | $0 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 60 | Sub-TA Fees | $0 |
PNC BANK, N.A.1 year Filed as: PNC BANK, NATIOINAL ASSOCIATION Service code 60 | Sub-TA Fees | $0 |
PNC BANK, N.A.5+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,142 | $73,404+1.0% | $87,100-14.9% | $67,579+9.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 22.60% | 48.29%-25.7pp | 28.19%-5.6pp | 378.56%-356.0pp |
| Employer contribution / active EE | $3,053 | $2,014+51.6% | $2,521+21.1% | $2,148+42.2% |
| Participant deferral / active EE | $3,799 | $3,913-2.9% | $4,049-6.2% | $3,539+7.3% |
| Admin fee / account holder | $67 | $142-53.0% | $7,497-99.1% | $142-53.2% |