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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BUCKINGHAM ASSET MANAGEMENT Service code 27 8182 MARYLAND AVE. SUITE 500 · ST. LLOUIS, MO 63105 | Advisory (Plan) | $28,728 |
NEWPORT GROUP, INC.5 years Filed as: THE NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Custodial (... | $9,272 |
Filed as: NORTHWESTERN MUTUAL Service code 26 424 S. WOODS MILL RD., SUITE 110 · CHESTERFIELD, MO 63017 | Advisory (Participants) | $8,546 |
OPPENHEIMER5 years Filed as: OPPENHEIMER & CO., INC. Service code 26 ONE N. BRENTWOOD BLVD. SUITE 600 · ST. LOUIS, MO 631053925 | Advisory (Participants) | $8,311 |
NEWPORT GROUP, INC.5 years Filed as: THE NEWPORT GROUP, INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $4,050 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS WEALTH ADVISORS Service code 14 · EIN 43-1815436 | Plan Administrator | $2,955 |
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,567 | $172,111-31.7% | $150,298-21.8% | $137,256-14.3% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 14.40% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $850 | $16,471-94.8% | $14,116-94.0% | $12,270-93.1% |