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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $22,481 |
PALMIERI & EISENBERG1 year Filed as: PALMIERI EISENBERG Service code 29 715 EXECUTIVE DR. · PRINCETON, NJ 08540 | Legal | $13,750 |
FAW CASSON1 year Filed as: FAW, CASSON & CO. LLP Service code 10 · EIN 52-0619968 | Accounting | $11,582 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,825 | $41,774-31.0% | $118,914-75.8% | $90,274-68.1% |
| Participation rate | 39.8% | 55.0%-15.2pp | 75.4%-35.6pp | 73.4%-33.6pp |
| Annual return | 11.96% | 16.64%-4.7pp | 35.89%-23.9pp | 53.97%-42.0pp |
| Employer contribution / active EE | $648 | $986-34.2% | $3,264-80.1% | $2,523-74.3% |
| Participant deferral / active EE | $1,166 | $1,683-30.7% | $4,266-72.7% | $4,231-72.4% |
| Admin fee / account holder | $69 | $85-18.3% | $6,582-98.9% | $114-39.3% |