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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BUCKINGHAM ASSET MANAGEMENT Service code 26 · EIN 16-1728260 | Advisory (Participants) | $66,285 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $15,480 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: KASSOUF RETIREMENT PLAN Service code 15 · EIN 63-1239553 | Recordkeeping | $10,515 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); Cu... | $5,923 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $85,686 | $46,072+86.0% | $69,779+22.8% | $55,167+55.3% |
| Participation rate | 95.5% | 67.5%+28.1pp | 71.8%+23.7pp | 69.0%+26.6pp |
| Annual return | 6.16% | 8.68%-2.5pp | 12.99%-6.8pp | 169.23%-163.1pp |
| Employer contribution / active EE | $3,312 | $1,500+120.8% | $2,338+41.6% | $1,963+68.8% |
| Participant deferral / active EE | $1,831 | $2,344-21.9% | $2,931-37.5% | $3,054-40.0% |
| Admin fee / account holder | $588 | $428+37.5% | $4,381-86.6% | $504+16.7% |