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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BUCKINGHAM ASSET MANAGEMENT Service code 26 8182 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Advisory (Participants) | $9,814 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $7,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,562 | $65,322-76.2% | $70,494-77.9% | $73,497-78.8% |
| Participation rate | 53.7% | 77.0%-23.2pp | 75.1%-21.4pp | 70.7%-17.0pp |
| Annual return | 6.90% | 15.71%-8.8pp | 109.16%-102.3pp | 28.51%-21.6pp |
| Employer contribution / active EE | $616 | $2,460-74.9% | $2,738-77.5% | $2,270-72.8% |
| Participant deferral / active EE | $1,543 | $3,375-54.3% | $3,711-58.4% | $3,740-58.7% |
| Admin fee / account holder | $171 | $214-20.1% | $3,848-95.6% | $513-66.7% |