Filed March 5, 2025
Total covered: 34 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $22,835 |
Filed as: CBIZ INVEST. ADVISORY SERVICES, LLC Service code 27 6050 OAK TREE BLVD SOUTH · CLEVELAND, OH 44131 | Advisory (Plan) | $13,817 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,219 | $52,293-23.1% | $178,490-77.5% | $73,409-45.2% |
| Participation rate | 59.0% | 65.3%-6.3pp | 81.9%-22.9pp | 72.2%-13.1pp |
| Annual return | 14.23% | 34.75%-20.5pp | 151.07%-136.8pp | 59.29%-45.1pp |
| Employer contribution / active EE | $1,487 | $1,735-14.3% | $5,011-70.3% | $2,234-33.4% |
| Participant deferral / active EE | $2,326 | $2,332-0.2% | $5,202-55.3% | $3,805-38.9% |
| Admin fee / account holder | $195 | $127+53.5% | $13,984-98.6% | $158+23.8% |