Filed December 20, 2016 (most recent of 21 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BUCKINGHAM ASSET MANAGMENT, LLC Service code 26 · EIN 16-1728260 8182 MARYLAND AVENUE, SUITE 500 · ST LOUIS, MO 63105 | Advisory (Participants) | $33,580 |
AXOS1 year Filed as: AXOS ADVISOR SERVICES Service code 28 7103 S REVERE PARKWAY · CENTENNIAL, CO 80112 | Investment Management | $26,911 |
BIANCHI, KASAVAN & POPE, LLP2 years Filed as: BIANCHI, KASAVAN, & POPE, LLP Service code 10 450 LINCOLN AVE · SALINAS, CA 93901 | Accounting | $11,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,361 | $101,798+83.1% | $165,071+12.9% | $80,935+130.3% |
| Participation rate | 90.7% | 71.8%+18.9pp | 78.6%+12.1pp | 67.7%+23.0pp |
| Annual return | 11.65% | 16.73%-5.1pp | 70.17%-58.5pp | 35.66%-24.0pp |
| Employer contribution / active EE | $4,257 | $2,954+44.1% | $4,347-2.1% | $2,757+54.4% |
| Participant deferral / active EE | $9,617 | $4,476+114.8% | $6,035+59.4% | $4,299+123.7% |
| Admin fee / account holder | $758 | $8,221-90.8% | $12,695-94.0% | $6,924-89.1% |