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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BUCKINGHAM STRATEGIC ADVISORS Service code 26 · EIN 16-1728260 | Advisory (Participants) | $70,622 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $19,352 |
WITHUMSMITH+BROWN, PC3 years Filed as: ROBERT A BROWN, CPA Service code 10 · EIN 62-1613402 | Accounting | $7,400 |
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 | $135,333 | $56,438+139.8% | $76,872+76.1% | $71,511+89.2% |
| Participation rate | 94.8% | 64.3%+30.5pp | 69.6%+25.2pp | 67.9%+26.8pp |
| Annual return | 11.63% | 19.05%-7.4pp | 37.90%-26.3pp | 28.86%-17.2pp |
| Employer contribution / active EE | $3,963 | $1,864+112.7% | $2,533+56.4% | $2,589+53.1% |
| Participant deferral / active EE | $2,669 | $3,136-14.9% | $3,832-30.4% | $4,291-37.8% |
| Admin fee / account holder | $721 | $1,430-49.6% | $5,476-86.8% | $1,588-54.6% |