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 fees; Sub-transfer agen... | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,757 | $47,126-7.1% | $149,673-70.8% | $74,419-41.2% |
| Participation rate | 64.3% | 63.4%+1.0pp | 78.8%-14.4pp | 70.7%-6.4pp |
| Annual return | 16.20% | 22.75%-6.5pp | 134.42%-118.2pp | 34.38%-18.2pp |
| Employer contribution / active EE | $1,924 | $1,905+1.0% | $4,818-60.1% | $2,637-27.0% |
| Participant deferral / active EE | $3,108 | $2,728+13.9% | $5,680-45.3% | $4,528-31.4% |
| Admin fee / account holder | $186 | $343-45.8% | $13,210-98.6% | $348-46.6% |