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| Provider | Service type | Compensation |
|---|---|---|
Filed as: O'BRIEN GREENE & CO INC Service code 50 218 W STATE STREET · MEDIA, PA 19063 | Direct Payment | $213,306 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $23,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $358,055 | $55,470+545.5% | $155,556+130.2% | $74,478+380.8% |
| Participation rate | 60.8% | 61.9%-1.1pp | 78.2%-17.4pp | 67.2%-6.4pp |
| Annual return | 10.33% | 269.80%-259.5pp | 64.84%-54.5pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $8,302 | $2,267+266.3% | $4,675+77.6% | $2,626+216.1% |
| Participant deferral / active EE | $9,107 | $2,838+220.9% | $5,631+61.7% | $4,350+109.3% |
| Admin fee / account holder | $1,791 | $1,744+2.7% | $15,885-88.7% | $1,946-8.0% |