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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $62,303 |
DILLON AND ASSOCIATES6 years Filed as: DILLON CAPITAL MANAGEMENT Service code 27 809 N. BETHLEHEM PIKE · AMBLER, PA 19002 | Advisory (Plan) | $58,761 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,088 | $66,486-29.2% | $81,370-42.1% | $77,762-39.4% |
| Participation rate | 94.9% | 68.7%+26.2pp | 69.5%+25.4pp | 70.6%+24.4pp |
| Annual return | 15.05% | 15.95%-0.9pp | 24.85%-9.8pp | 31.27%-16.2pp |
| Employer contribution / active EE | $2,031 | $2,158-5.9% | $2,464-17.6% | $2,728-25.5% |
| Participant deferral / active EE | $4,779 | $3,677+30.0% | $3,885+23.0% | $4,651+2.8% |
| Admin fee / account holder | $216 | $586-63.2% | $5,749-96.2% | $433-50.1% |