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| Provider | Service type | Compensation |
|---|---|---|
BUCKINGHAM STRATEGIC PARTNERS2+ years Filed as: BUCKINGHAM ASSET MANAGEMENT Service code 26 · EIN 87-0343246 | Advisory (Participants) | $29,286 |
NEWPORT GROUP, INC.2+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $17,171 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,567 | $65,557-56.4% | $105,738-73.0% | $56,287-49.2% |
| Participation rate | 48.0% | 63.4%-15.4pp | 76.3%-28.4pp | 69.9%-21.9pp |
| Annual return | -11.75% | -1.32%-10.4pp | 6.27%-18.0pp | -9.96%-1.8pp |
| Employer contribution / active EE | $895 | $1,788-49.9% | $3,268-72.6% | $2,111-57.6% |
| Participant deferral / active EE | $1,477 | $2,418-38.9% | $4,080-63.8% | $3,350-55.9% |
| Admin fee / account holder | $314 | $561-44.1% | $6,913-95.5% | $521-39.8% |