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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $26,359 |
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $13,667 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $6,944 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 1 EAST PRATT STREET · BALTIMORE, MD 21202 | Advisory (Participants) | $5,409 |
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.
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 | $37,604 | $56,638-33.6% | $169,397-77.8% | $74,473-49.5% |
| Participation rate | 45.9% | 67.5%-21.6pp | 77.2%-31.3pp | 70.7%-24.8pp |
| Annual return | 14.00% | 24.75%-10.8pp | 406.23%-392.2pp | 34.36%-20.4pp |
| Employer contribution / active EE | $760 | $2,027-62.5% | $4,013-81.1% | $2,638-71.2% |
| Participant deferral / active EE | $2,048 | $4,223-51.5% | $6,223-67.1% | $4,530-54.8% |
| Admin fee / account holder | $193 | $307-37.0% | $9,017-97.9% | $347-44.4% |