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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 | $55,446+545.8% | $155,574+130.2% | $74,429+381.1% |
| Participation rate | 60.8% | 61.9%-1.1pp | 78.2%-17.4pp | 67.2%-6.4pp |
| Annual return | 10.33% | 269.20%-258.9pp | 64.87%-54.5pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $8,302 | $2,266+266.4% | $4,676+77.6% | $2,625+216.3% |
| Participant deferral / active EE | $9,107 | $2,836+221.1% | $5,629+61.8% | $4,348+109.4% |
| Admin fee / account holder | $1,791 | $1,743+2.7% | $15,914-88.7% | $1,944-7.9% |