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| Provider | Service type | Compensation |
|---|---|---|
BUCKINGHAM STRATEGIC PARTNERS4+ years Filed as: BUCKINGHAM ASSET MANAGEMENT Service code 26 · EIN 87-0343246 | Advisory (Participants) | $31,063 |
NEWPORT GROUP, INC.4+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $14,539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,864 | $59,328-39.5% | $118,925-69.8% | $73,488-51.2% |
| Participation rate | 57.3% | 62.3%-5.0pp | 75.4%-18.1pp | 70.7%-13.4pp |
| Annual return | 6.81% | 19.13%-12.3pp | 35.88%-29.1pp | 28.51%-21.7pp |
| Employer contribution / active EE | $1,188 | $1,803-34.1% | $3,263-63.6% | $2,270-47.6% |
| Participant deferral / active EE | $1,828 | $2,604-29.8% | $4,265-57.1% | $3,740-51.1% |
| Admin fee / account holder | $277 | $600-53.8% | $6,581-95.8% | $513-46.0% |