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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $46,825 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 1 EAST PRATT STREET · BALTIMORE, MD 21202 | Advisory (Participants) | $7,321 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,011 | $50,458-16.7% | $159,960-73.7% | $64,808-35.2% |
| Participation rate | 55.9% | 68.0%-12.1pp | 78.0%-22.1pp | 71.5%-15.6pp |
| Annual return | -17.88% | -13.42%-4.5pp | 408.60%-426.5pp | 32.82%-50.7pp |
| Employer contribution / active EE | $980 | $1,722-43.1% | $4,226-76.8% | $2,506-60.9% |
| Participant deferral / active EE | $2,531 | $4,004-36.8% | $6,182-59.1% | $4,310-41.3% |
| Admin fee / account holder | $213 | $706-69.8% | $8,698-97.5% | $188+13.5% |