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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 | $45,266+62.2% | $103,693-29.2% | $65,306+12.4% |
| Participation rate | 77.5% | 53.3%+24.2pp | 72.6%+4.9pp | 57.7%+19.8pp |
| Annual return | 9.31% | 25.10%-15.8pp | 47.61%-38.3pp | 21.94%-12.6pp |
| Employer contribution / active EE | $4,144 | $1,765+134.7% | $2,920+41.9% | $1,967+110.6% |
| Participant deferral / active EE | $0 | $2,099-100.0% | $4,579-100.0% | $2,959-100.0% |
| Admin fee / account holder | $262 | $3,221-91.9% | $7,858-96.7% | $3,480-92.5% |