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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 | $66,457-29.1% | $81,438-42.2% | $77,671-39.4% |
| Participation rate | 94.9% | 68.7%+26.2pp | 69.5%+25.4pp | 70.6%+24.4pp |
| Annual return | 15.05% | 15.93%-0.9pp | 24.74%-9.7pp | 31.21%-16.2pp |
| Employer contribution / active EE | $2,031 | $2,159-5.9% | $2,460-17.4% | $2,726-25.5% |
| Participant deferral / active EE | $4,779 | $3,679+29.9% | $3,883+23.1% | $4,648+2.8% |
| Admin fee / account holder | $216 | $583-63.0% | $5,764-96.3% | $430-49.9% |