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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $27,530 |
BUCKINGHAM STRATEGIC PARTNERS2+ years Filed as: BUCKINGHAM ASSET MANAGEMENT, LLC Service code 27 8182 MARYLAND AVE, · ST. LOUIS, MO 63105 | Advisory (Plan) | $25,022 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,366 | $46,325-64.7% | $143,788-88.6% | $64,814-74.7% |
| Participation rate | 43.5% | 64.2%-20.8pp | 80.3%-36.8pp | 71.5%-28.0pp |
| Annual return | -7.08% | -10.05%+3.0pp | -0.03%-7.0pp | 32.84%-39.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $902 | $2,647-65.9% | $5,638-84.0% | $4,310-79.1% |
| Admin fee / account holder | $218 | $154+41.6% | $14,675-98.5% | $188+16.0% |