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| Provider | Service type | Compensation |
|---|---|---|
DOMINIC DIPIERO, NEWPORT CAPITAL9+ years Service code 22 12 BROAD STREET · RED BANK, NJ 07701 | Insurance Broker | $67,057 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,360 | $93,010+29.4% | $96,538+24.7% | $74,473+61.6% |
| Participation rate | 64.9% | 71.6%-6.7pp | 74.3%-9.5pp | 70.7%-5.9pp |
| Annual return | 11.97% | 37.50%-25.5pp | 35.74%-23.8pp | 34.36%-22.4pp |
| Employer contribution / active EE | $2,681 | $3,427-21.8% | $3,740-28.3% | $2,638+1.6% |
| Participant deferral / active EE | $5,184 | $3,971+30.5% | $4,880+6.2% | $4,530+14.4% |
| Admin fee / account holder | $368 | $633-41.9% | $6,737-94.5% | $347+6.1% |