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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $160,546 |
MILLER KAPLAN ARASE LLP10+ years Filed as: S.C. MILLER & COMPANY Service code 13 · EIN 35-1820020 | Contract Administrator | $85,360 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL Service code 18 · EIN 59-3676225 | Custodial (other than securities); Di... | $42,000 |
L.M. HENDERSON & COMPANY, LLP10+ years Filed as: L.M. HENDERSON & CO., LLP Service code 10 · EIN 20-5520612 | Accounting | $15,115 |
JOHNSON & KROL, LLC6 years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $14,253 |
REGIONS BANK6 years Service code 21 · EIN 63-0371391 | Bank Trustee | $14,020 |
BLACK & PINCKARD LLC1 year Filed as: BLACK HORSE ENTERPISES LLC Service code 36 2600 W 450 S · LAFAYETTE, IN 47909 | Direct payment from the plan; Copying... | $7,988 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $54,983 | $106,351-48.3% | $105,223-47.7% | $103,975-47.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 12.14% | 11.69%+0.4pp | 180.65%-168.5pp | 19.41%-7.3pp |
| Employer contribution / active EE | $3,004 | $5,336-43.7% | $3,689-18.5% | $3,722-19.3% |
| Participant deferral / active EE | $1,206 | $3,221-62.5% | $5,072-76.2% | $5,343-77.4% |
| Admin fee / account holder | $104 | $316-67.0% | $8,859-98.8% | $332-68.7% |