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| Provider | Service type | Compensation |
|---|---|---|
RYAN WEALTH MANAGEMENT5 years Service code 27 · EIN 20-3860544 | Advisory (Plan) | $32,077 |
Filed as: BUCKINGHAM STRATEGIC PARTNERS, LLC Service code 27 · EIN 16-1728260 | Advisory (Plan) | $16,188 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $6,605 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,685 | $99,957-62.3% | $149,696-74.8% | $73,488-48.7% |
| Participation rate | 96.3% | 75.7%+20.6pp | 82.5%+13.8pp | 70.7%+25.6pp |
| Annual return | 4.75% | 53.87%-49.1pp | 276.60%-271.9pp | 28.51%-23.8pp |
| Employer contribution / active EE | $2,416 | $3,191-24.3% | $4,644-48.0% | $2,270+6.4% |
| Participant deferral / active EE | $4,701 | $6,073-22.6% | $6,842-31.3% | $3,740+25.7% |
| Admin fee / account holder | $230 | $551-58.3% | $9,309-97.5% | $513-55.3% |