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| Provider | Service type | Compensation |
|---|---|---|
BUCKINGHAM STRATEGIC PARTNERS4+ years Filed as: BUCKINGHAM ASSET MANAGEMENT, LLC Service code 27 8182 MARYLAND AVE · ST. LOUIS, MO 63105 | Advisory (Plan) | $30,735 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $24,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,455 | $50,902-65.7% | $155,534-88.8% | $77,736-77.5% |
| Participation rate | 41.7% | 63.1%-21.4pp | 78.2%-36.5pp | 70.6%-28.9pp |
| Annual return | 8.71% | 34.85%-26.1pp | 64.92%-56.2pp | 31.26%-22.5pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $752 | $2,824-73.4% | $5,630-86.6% | $4,651-83.8% |
| Admin fee / account holder | $212 | $437-51.4% | $15,900-98.7% | $433-51.0% |