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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,308 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $15,542 |
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.)
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 | $83,900 | $60,393+38.9% | $81,820+2.5% | $74,429+12.7% |
| Participation rate | 67.4% | 62.9%+4.5pp | 72.4%-4.9pp | 67.2%+0.2pp |
| Annual return | 12.40% | 16.89%-4.5pp | 777.93%-765.5pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $870 | $2,626-66.9% | $2,915-70.1% | $2,625-66.8% |
| Participant deferral / active EE | $2,920 | $3,397-14.0% | $4,323-32.4% | $4,348-32.8% |
| Admin fee / account holder | $306 | $1,491-79.4% | $7,391-95.9% | $1,944-84.2% |