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| Provider | Service type | Compensation |
|---|---|---|
BUCKINGHAM STRATEGIC PARTNERS1+ years Filed as: BUCKINGHAM ASSET MANAGEMENT Service code 27 · EIN 20-8306720 | Advisory (Plan) | $15,875 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $13,776 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,235 | $70,002-41.1% | $115,037-64.2% | $52,331-21.2% |
| Participation rate | 46.2% | 72.1%-26.0pp | 81.4%-35.2pp | 68.1%-22.0pp |
| Annual return | -2.50% | 4.04%-6.5pp | 26.14%-28.6pp | 4.54%-7.0pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,993 | $4,920-18.8% | $6,026-33.7% | $3,022+32.1% |
| Admin fee / account holder | $383 | $566-32.4% | $8,175-95.3% | $592-35.3% |