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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BUCKINGHAM ASSET MANAGEMENT Service code 27 8182 MARYLAND AVE. SUITE 500 · ST. LOUIS, MO 63105 | Advisory (Plan) | $33,839 |
Filed as: NORTHWESTERN MUTUAL Service code 26 424 S. WOODS MILL RD. SUITE 110 · CHESTERFIELD, MO 63017 | Advisory (Participants) | $21,487 |
NEWPORT GROUP, INC.2 years Filed as: THE NEWPORT GROUP, INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $9,500 |
OPPENHEIMER2 years Filed as: OPPENHEIMER & CO., INC. Service code 26 ONE N. BRENTWOOD BLVD. SUITE 600 · ST. LOUIS, MO 631053925 | Advisory (Participants) | $6,055 |
NEWPORT GROUP, INC.2 years Filed as: THE NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Trustee (di... | $4,626 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,590 | $73,839+47.1% | $143,788-24.5% | $68,495+58.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.05% | 1.01%-12.1pp | -0.03%-11.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $9,152 | $3,184+187.4% | $4,952+84.8% | $2,596+252.5% |
| Participant deferral / active EE | $7,316 | $3,384+116.2% | $5,638+29.8% | $4,028+81.6% |
| Admin fee / account holder | $611 | $5,755-89.4% | $14,675-95.8% | $5,403-88.7% |