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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BUCKINGHAM ASSET MANAGEMENT Service code 26 8182 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Advisory (Participants) | $7,056 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $6,899 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,865 | $82,664-88.1% | $125,339-92.1% | $68,494-85.6% |
| Participation rate | 86.6% | 75.0%+11.5pp | 82.4%+4.2pp | 67.9%+18.7pp |
| Annual return | -15.01% | -5.97%-9.0pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,468 | $6,110-59.6% | $7,446-66.9% | $4,027-38.7% |
| Admin fee / account holder | $171 | $6,275-97.3% | $10,010-98.3% | $5,403-96.8% |