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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BUCKINGHAM STRATEGIC ADVISORS Service code 26 · EIN 16-1728260 | Advisory (Participants) | $78,589 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $19,691 |
WITHUMSMITH+BROWN, PC2 years Filed as: ROBERT A BROWN, CPA Service code 10 · EIN 62-1613402 | Accounting | $6,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,035 | $50,199+119.2% | $69,890+57.4% | $66,949+64.4% |
| Participation rate | 94.1% | 66.3%+27.8pp | 70.5%+23.6pp | 69.8%+24.3pp |
| Annual return | -10.99% | -13.85%+2.9pp | 190.84%-201.8pp | 1.57%-12.6pp |
| Employer contribution / active EE | $3,587 | $1,864+92.5% | $2,560+40.1% | $2,545+40.9% |
| Participant deferral / active EE | $2,308 | $3,112-25.8% | $3,848-40.0% | $4,239-45.6% |
| Admin fee / account holder | $698 | $600+16.4% | $6,267-88.9% | $594+17.6% |