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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BUCKINGHAM RETIREMENT SOLUTIONS Service code 27 · EIN 20-8306720 | Advisory (Plan) | $169,732 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Plan Administrator; Recordkeeping fee... | $38,030 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,565 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,297 | $95,417-16.9% | $135,974-41.7% | $74,460+6.5% |
| Participation rate | 67.7% | 78.2%-10.5pp | 81.9%-14.2pp | 70.7%-3.0pp |
| Annual return | 150.53% | 32.76%+117.8pp | 68.30%+82.2pp | 34.38%+116.2pp |
| Employer contribution / active EE | $2,629 | $3,878-32.2% | $4,859-45.9% | $2,638-0.3% |
| Participant deferral / active EE | $3,724 | $7,789-52.2% | $7,760-52.0% | $4,530-17.8% |
| Admin fee / account holder | $300 | $266+12.8% | $10,767-97.2% | $348-13.7% |