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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) | $20,688 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,531 |
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.)
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 | $91,847 | $80,332+14.3% | $107,187-14.3% | $64,097+43.3% |
| Participation rate | 39.7% | 54.4%-14.7pp | 75.0%-35.3pp | 55.2%-15.5pp |
| Annual return | 10.54% | 24.26%-13.7pp | 204.55%-194.0pp | 34.64%-24.1pp |
| Employer contribution / active EE | $1,538 | $2,501-38.5% | $3,782-59.3% | $1,891-18.7% |
| Participant deferral / active EE | $2,497 | $3,109-19.7% | $5,096-51.0% | $3,080-18.9% |
| Admin fee / account holder | $313 | $4,314-92.8% | $9,162-96.6% | $3,454-90.9% |