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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $33,127 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Participants) | $11,066 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,985 | $82,202-34.3% | $125,339-56.9% | $64,808-16.7% |
| Participation rate | 57.6% | 77.9%-20.3pp | 82.4%-24.8pp | 71.5%-13.9pp |
| Annual return | -19.53% | 3.48%-23.0pp | 572.05%-591.6pp | 32.82%-52.4pp |
| Employer contribution / active EE | $1,611 | $3,615-55.4% | $4,814-66.5% | $2,506-35.7% |
| Participant deferral / active EE | $7,468 | $7,175+4.1% | $7,446+0.3% | $4,310+73.2% |
| Admin fee / account holder | $190 | $163+16.3% | $10,010-98.1% | $188+1.1% |