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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BUCKINGHAM STRATEGIC ADVISORS Service code 26 · EIN 16-1728260 | Advisory (Participants) | $80,289 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $19,885 |
WITHUMSMITH+BROWN, PC1 year Filed as: ROBERT A BROWN, CPA Service code 10 · EIN 62-1613402 | Accounting | $5,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $137,481 | $59,584+130.7% | $86,615+58.7% | $79,391+73.2% |
| Participation rate | 97.0% | 67.7%+29.3pp | 71.6%+25.3pp | 70.7%+26.3pp |
| Annual return | 12.68% | 23.15%-10.5pp | 63.51%-50.8pp | 116.88%-104.2pp |
| Employer contribution / active EE | $3,614 | $1,768+104.4% | $2,496+44.8% | $2,428+48.8% |
| Participant deferral / active EE | $2,260 | $3,036-25.6% | $3,699-38.9% | $4,046-44.1% |
| Admin fee / account holder | $782 | $604+29.4% | $5,830-86.6% | $627+24.8% |