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| Provider | Service type | Compensation |
|---|---|---|
DOMINIC DIPIERO, NEWPORT CAPITAL10+ years Service code 22 12 BROAD STREET · RED BANK, NJ 07701 | Insurance Broker | $59,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,502 | $83,023+72.8% | $102,437+40.1% | $77,762+84.5% |
| Participation rate | 12.6% | 71.5%-58.9pp | 74.5%-61.9pp | 70.6%-57.9pp |
| Annual return | 12.26% | 19.12%-6.9pp | 24.95%-12.7pp | 31.27%-19.0pp |
| Employer contribution / active EE | $2,986 | $3,552-15.9% | $3,871-22.9% | $2,728+9.5% |
| Participant deferral / active EE | $5,952 | $4,110+44.8% | $5,060+17.6% | $4,651+28.0% |
| Admin fee / account holder | $546 | $639-14.5% | $8,388-93.5% | $433+26.2% |