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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) | $18,856 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,171 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,431 | $45,900+60.0% | $94,057-21.9% | $64,340+14.1% |
| Participation rate | 77.5% | 50.6%+26.9pp | 73.3%+4.2pp | 55.2%+22.3pp |
| Annual return | 9.31% | 50.47%-41.2pp | 480.62%-471.3pp | 24.14%-14.8pp |
| Employer contribution / active EE | $4,144 | $1,612+157.1% | $2,933+41.3% | $1,862+122.6% |
| Participant deferral / active EE | $0 | $2,102-100.0% | $4,709-100.0% | $2,980-100.0% |
| Admin fee / account holder | $262 | $3,143-91.7% | $7,244-96.4% | $3,703-92.9% |