Filed July 9, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
THE CONESTOGA GROUP5 years Service code 26 · EIN 23-2472585 SWEDESFORD CORPORATE CENTER · FRAZER, PA 19355 | Advisory (Participants) | $15,400 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 15 · EIN 27-2037969 45 SOUTH 7TH STREET · MINNEAPOLIS, MN 554021614 | Recordkeeping | $14,167 |
Service code 99 · EIN 23-2250214 215 W. CHURCH ROAD · KING OF PURSSIA, PA 19406 | Other Fees | $12,205 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,234 | $102,422+35.9% | $147,117-5.4% | $80,959+72.0% |
| Participation rate | 97.1% | 75.9%+21.3pp | 82.2%+15.0pp | 67.7%+29.5pp |
| Annual return | 10.51% | 135.16%-124.6pp | 420.54%-410.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $2,749 | $3,717-26.1% | $4,932-44.3% | $2,757-0.3% |
| Participant deferral / active EE | $9,279 | $6,652+39.5% | $8,065+15.1% | $4,300+115.8% |
| Admin fee / account holder | $366 | $7,953-95.4% | $12,993-97.2% | $6,925-94.7% |