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 | Claims processing; Sub-transfer agenc... | $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 | $50,919+2.5% | $155,556-66.5% | $77,762-32.9% |
| Participation rate | 67.2% | 63.1%+4.1pp | 78.2%-11.1pp | 70.6%-3.4pp |
| Annual return | 13.08% | 34.84%-21.8pp | 64.84%-51.8pp | 31.27%-18.2pp |
| Employer contribution / active EE | $2,180 | $1,991+9.5% | $4,675-53.4% | $2,728-20.1% |
| Participant deferral / active EE | $3,675 | $2,824+30.1% | $5,631-34.7% | $4,651-21.0% |
| Admin fee / account holder | $231 | $437-47.2% | $15,885-98.5% | $433-46.7% |