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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $8,909 |
PNC BANK, N.A.2 years Service code 25 · EIN 22-1146430 | Directed Trustee | $5,479 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,024 | $55,790-91.0% | $76,823-93.5% | $67,579-92.6% |
| Participation rate | 95.4% | 71.1%+24.3pp | 72.1%+23.3pp | 71.3%+24.1pp |
| Annual return | 16.52% | 64.45%-47.9pp | 1166.42%-1149.9pp | 378.56%-362.0pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,302-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,257 | $2,875-56.3% | $3,336-62.3% | $3,539-64.5% |
| Admin fee / account holder | $24 | $159-85.2% | $6,422-99.6% | $142-83.4% |