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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 P.O. BOX 643792 · CINCINNATI, OH 45264 | Advisory (Plan) | $19,765 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $11,874 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,475 | $38,365+68.1% | $84,628-23.8% | $65,185-1.1% |
| Participation rate | 58.4% | 55.7%+2.7pp | 68.2%-9.8pp | 70.2%-11.8pp |
| Annual return | 20.21% | 32.00%-11.8pp | 258.80%-238.6pp | 29.38%-9.2pp |
| Employer contribution / active EE | $903 | $1,258-28.3% | $2,653-66.0% | $2,177-58.5% |
| Participant deferral / active EE | $3,294 | $2,278+44.6% | $3,900-15.5% | $3,514-6.3% |
| Admin fee / account holder | $313 | $451-30.6% | $4,914-93.6% | $847-63.0% |