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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 202 E WASHINGTON STREET · BLOOMINGTON, IL 61701 | Advisory (Participants) | $34,381 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,262 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $10,314 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,850 | $83,090+182.6% | $130,062+80.6% | $71,529+228.3% |
| Participation rate | 96.2% | 74.1%+22.1pp | 78.5%+17.7pp | 67.9%+28.3pp |
| Annual return | 4.95% | 20.61%-15.7pp | -137.37%+142.3pp | 28.97%-24.0pp |
| Employer contribution / active EE | $14,422 | $2,624+449.7% | $4,322+233.7% | $2,590+456.9% |
| Participant deferral / active EE | $8,175 | $4,436+84.3% | $5,821+40.4% | $4,291+90.5% |
| Admin fee / account holder | $433 | $1,727-74.9% | $10,601-95.9% | $1,588-72.7% |