Plan Ledger DOL Form 5500 · updated monthly

The Lewis Group, Inc.401(k)

THE LEWIS GROUP 401(K) SALARY REDUCTION PLAN & TRUST · ROYERSFORD, PA · plan year 2022

Reported admin expense ratio · 2022
0.94%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

The Lewis Group, Inc. reported $40,766 in plan administrative expenses for 2022: 0.94% of average plan assets, higher than ~75% of peers. Employer contributions averaged $165 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Pennsylvania (3,008th of 3,651), and 1,575th of 2,534 in administrative & support services. In 2022, employees put in $13.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,059,400
Participants with balances75
Active participants167
Employer contributions$27,474
Employee contributions$366,890
Employer contribution per active participant$165
Average account balance$54,125
Benefits paid to participants$256,095
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$40,766
Total administrative$40,766
The The Lewis Group, Inc. 401(k) match · 2022
Employer contribution per active participant$165
Median for plans this size$1,114

The Lewis Group, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$40,766 · 0.94%
Same employer
Similar plansAdministrative & Support Services · Pennsylvania
A. J. Blosenski, Inc. PA$4.6M · 0.91%
Greiner Packaging Corp. PA$4.5M · 1.30%
The Sargents Group PA$3.9M · 0.01%
Davis Landscape, LTD PA$3.7M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814811950 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.