Filed March 5, 2025
Total covered: 34 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Direct paym... | $30,899 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 6801 BRECKSVILLE RD · INDEPENDENCE, OH 44131 | Advisory (Plan) | $25,161 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $7,814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,185 | $50,820+2.7% | $155,567-66.5% | $77,671-32.8% |
| Participation rate | 67.2% | 63.1%+4.0pp | 78.2%-11.0pp | 70.6%-3.4pp |
| Annual return | 13.08% | 34.85%-21.8pp | 64.74%-51.7pp | 31.21%-18.1pp |
| Employer contribution / active EE | $2,180 | $1,993+9.4% | $4,674-53.4% | $2,726-20.1% |
| Participant deferral / active EE | $3,675 | $2,823+30.2% | $5,628-34.7% | $4,648-20.9% |
| Admin fee / account holder | $231 | $436-47.1% | $15,916-98.6% | $430-46.4% |