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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 15 45 SOUTH 7TH STREET, SUITE 2208 · MINNEAPOLIS, MN 55402 | Recordkeeping | $45,978 |
BUCKINGHAM STRATEGIC PARTNERS5+ years Filed as: BUCKINGHAM ASSET MANAGEMENT, LLC Service code 27 8182 MARYLAND AVENUE, STE 500 · ST. LOUIS, MO 63105 | Advisory (Plan) | $12,042 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $291,445 | $89,652+225.1% | $141,191+106.4% | $65,185+347.1% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.5%+11.8pp | 70.2%+24.1pp |
| Annual return | 18.73% | 32.79%-14.1pp | 71.41%-52.7pp | 29.38%-10.7pp |
| Employer contribution / active EE | $4,281 | $3,065+39.7% | $4,736-9.6% | $2,177+96.7% |
| Participant deferral / active EE | $6,259 | $5,691+10.0% | $6,710-6.7% | $3,514+78.1% |
| Admin fee / account holder | $190 | $569-66.6% | $10,264-98.2% | $847-77.6% |