Filed March 5, 2025
Total covered: 34 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $27,588 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 6801 BRECKSVILLE RD · INDEPENDENCE, OH 44131 | Advisory (Plan) | $16,417 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $6,156 |
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 | $43,757 | $47,163-7.2% | $149,696-70.8% | $74,460-41.2% |
| Participation rate | 64.3% | 63.4%+0.9pp | 78.8%-14.4pp | 70.7%-6.4pp |
| Annual return | 16.20% | 22.75%-6.6pp | 134.46%-118.3pp | 34.38%-18.2pp |
| Employer contribution / active EE | $1,924 | $1,907+0.9% | $4,821-60.1% | $2,638-27.1% |
| Participant deferral / active EE | $3,108 | $2,730+13.8% | $5,682-45.3% | $4,530-31.4% |
| Admin fee / account holder | $186 | $343-45.8% | $13,212-98.6% | $348-46.6% |