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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 809 N BETHLEHEM PIKE · AMBER, PA 19002 | Advisory (Plan) | $7,633 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $4,199 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,458 | $63,924-60.2% | $108,582-76.6% | $55,167-53.9% |
| Participation rate | 91.1% | 74.3%+16.8pp | 79.6%+11.6pp | 69.0%+22.1pp |
| Annual return | 6.84% | 15.31%-8.5pp | -51.70%+58.5pp | 169.23%-162.4pp |
| Employer contribution / active EE | $649 | $1,879-65.5% | $3,758-82.7% | $1,963-66.9% |
| Participant deferral / active EE | $3,073 | $3,067+0.2% | $4,311-28.7% | $3,054+0.6% |
| Admin fee / account holder | $55 | $618-91.0% | $7,645-99.3% | $504-89.0% |