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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BUKATY COMPANIES FINANCIAL SERVICES Service code 26 4860 COLLEGE BOULEVARD · OVERLAND PARK, KS 66211 | Advisory (Participants) | $14,623 |
NEWPORT GROUP, INC.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $14,509 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,143 | $80,763-70.1% | $102,412-76.4% | $74,459-67.6% |
| Participation rate | 92.9% | 65.7%+27.2pp | 74.5%+18.4pp | 67.2%+25.7pp |
| Annual return | 31.93% | 27.57%+4.4pp | 24.94%+7.0pp | 1369.70%-1337.8pp |
| Employer contribution / active EE | $2,035 | $3,160-35.6% | $3,870-47.4% | $2,626-22.5% |
| Participant deferral / active EE | $3,502 | $3,862-9.3% | $5,060-30.8% | $4,350-19.5% |
| Admin fee / account holder | $201 | $2,371-91.5% | $8,388-97.6% | $1,945-89.7% |