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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $9,237 |
PNC BANK, N.A.1 year Service code 25 · EIN 22-1146430 | Directed Trustee | $1,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,257 | $89,652-43.9% | $141,191-64.4% | $65,185-22.9% |
| Participation rate | 46.8% | 74.7%-27.9pp | 82.5%-35.7pp | 70.2%-23.4pp |
| Annual return | 38.89% | 32.79%+6.1pp | 71.41%-32.5pp | 29.38%+9.5pp |
| Employer contribution / active EE | $381 | $3,065-87.6% | $4,736-92.0% | $2,177-82.5% |
| Participant deferral / active EE | $4,590 | $5,691-19.3% | $6,710-31.6% | $3,514+30.6% |
| Admin fee / account holder | $242 | $569-57.5% | $10,264-97.6% | $847-71.5% |