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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $19,578 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146460 | Advisory (Plan) | $6,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,804 | $58,292-18.0% | $86,640-44.8% | $71,511-33.2% |
| Participation rate | 42.6% | 65.0%-22.4pp | 71.7%-29.1pp | 67.9%-25.3pp |
| Annual return | 17.43% | 21.63%-4.2pp | 592.52%-575.1pp | 28.86%-11.4pp |
| Employer contribution / active EE | $533 | $2,574-79.3% | $3,024-82.4% | $2,589-79.4% |
| Participant deferral / active EE | $1,783 | $3,438-48.1% | $4,438-59.8% | $4,291-58.4% |
| Admin fee / account holder | $258 | $1,057-75.6% | $5,616-95.4% | $1,588-83.7% |