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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $23,381 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146460 | Advisory (Plan) | $8,794 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,470 | $60,305-16.3% | $81,780-38.3% | $74,400-32.2% |
| Participation rate | 45.1% | 62.9%-17.8pp | 72.4%-27.3pp | 67.2%-22.1pp |
| Annual return | 13.18% | 16.89%-3.7pp | 776.27%-763.1pp | 1367.51%-1354.3pp |
| Employer contribution / active EE | $366 | $2,623-86.0% | $2,914-87.4% | $2,624-86.0% |
| Participant deferral / active EE | $2,199 | $3,390-35.1% | $4,321-49.1% | $4,348-49.4% |
| Admin fee / account holder | $285 | $1,484-80.8% | $7,384-96.1% | $1,944-85.3% |