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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BUCKINGHAM STRATEGIC ADVISORS Service code 26 · EIN 16-1728260 | Advisory (Participants) | $64,892 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $18,426 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN JAKE & MCDANIEL, PC Service code 10 · EIN 62-1170651 | Accounting | $8,500 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,726 | $62,177+134.4% | $81,370+79.1% | $74,478+95.7% |
| Participation rate | 98.3% | 64.1%+34.3pp | 69.5%+28.8pp | 67.2%+31.1pp |
| Annual return | 8.51% | 16.62%-8.1pp | 24.85%-16.3pp | 1370.56%-1362.0pp |
| Employer contribution / active EE | $4,219 | $1,881+124.3% | $2,464+71.2% | $2,626+60.6% |
| Participant deferral / active EE | $2,760 | $3,219-14.3% | $3,885-29.0% | $4,350-36.6% |
| Admin fee / account holder | $717 | $1,927-62.8% | $5,749-87.5% | $1,946-63.1% |