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.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $243,686 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $112,231 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Participants) | $64,623 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $60,762 | $159,391-61.9% | $102,460-40.7% | $99,313-38.8% |
| Participation rate | 55.3% | 88.6%-33.3pp | 76.5%-21.2pp | 71.7%-16.4pp |
| Annual return | 15.12% | 19.03%-3.9pp | 29.47%-14.3pp | 17.67%-2.5pp |
| Employer contribution / active EE | $1,558 | $4,207-63.0% | $3,025-48.5% | $3,264-52.3% |
| Participant deferral / active EE | $2,879 | $7,498-61.6% | $5,056-43.1% | $5,346-46.1% |
| Admin fee / account holder | $63 | $159-60.3% | $9,460-99.3% | $109-42.2% |