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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $82,564 |
PALMIERI & EISENBERG2 years Filed as: PALMIERI EISENBERG Service code 29 715 EXECUTIVE DR. · PRINCETON, NJ 08540 | Legal | $17,745 |
FAW CASSON2 years Filed as: FAW, CASSON & CO. LLP Service code 10 · EIN 52-0619968 | Accounting | $9,389 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,040 | $47,278-36.5% | $124,694-75.9% | $93,010-67.7% |
| Participation rate | 32.9% | 51.1%-18.1pp | 74.6%-41.7pp | 73.9%-41.0pp |
| Annual return | 8.46% | 15.27%-6.8pp | 5144.82%-5136.4pp | 158.70%-150.2pp |
| Employer contribution / active EE | $519 | $937-44.6% | $3,325-84.4% | $2,705-80.8% |
| Participant deferral / active EE | $1,012 | $1,786-43.3% | $4,615-78.1% | $4,561-77.8% |
| Admin fee / account holder | $164 | $108+51.1% | $7,495-97.8% | $152+8.0% |