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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $3,286 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORTGROUP, INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $2,839 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC. Service code 52 | Indirect Investment Fees | $0 |
PNC BANK, N.A.5+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,852 | $54,237-22.8% | $90,324-53.7% | $67,582-38.1% |
| Participation rate | 37.6% | 68.6%-31.0pp | 73.3%-35.7pp | 71.3%-33.7pp |
| Annual return | 22.35% | 37.27%-14.9pp | 78.15%-55.8pp | 378.57%-356.2pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,856-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,306 | $2,625-50.2% | $3,885-66.4% | $3,539-63.1% |
| Admin fee / account holder | $37 | $123-69.9% | $5,356-99.3% | $142-73.9% |