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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BUCKINGHAM ASSET MANAGEMENT Service code 26 · EIN 16-1728260 | Advisory (Participants) | $72,208 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $40,245 |
WITHUMSMITH+BROWN, PC4+ years Filed as: ROBERT A BROWN Service code 27 · EIN 62-1613402 | Advisory (Plan) | $5,300 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,470 | $43,504+85.0% | $68,612+17.3% | $56,289+43.0% |
| Participation rate | 98.0% | 67.8%+30.2pp | 72.2%+25.8pp | 69.9%+28.1pp |
| Annual return | -5.92% | -3.15%-2.8pp | -4.63%-1.3pp | -9.96%+4.0pp |
| Employer contribution / active EE | $3,455 | $1,525+126.5% | $2,625+31.6% | $2,111+63.7% |
| Participant deferral / active EE | $2,018 | $2,509-19.6% | $3,311-39.1% | $3,350-39.8% |
| Admin fee / account holder | $654 | $515+27.0% | $5,131-87.3% | $521+25.6% |