Filed October 13, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $19,860 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICE Service code 27 28264 NETWORK PL · CHICAGO, IL 60673 | Advisory (Plan) | $14,389 |
INTERSERV, LLC2+ years Service code 15 307 UNIVERSITY BLVD. N BUILDING 3 · MOBILE, AL 36688 | Recordkeeping | $6,529 |
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 15 1110 OPAL COURT, STE 1 · HAGERSTOWN, MD 21740 | Recordkeeping | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,492 | $46,173-47.0% | $170,435-85.6% | $69,631-64.8% |
| Participation rate | 24.6% | 63.9%-39.3pp | 83.6%-59.0pp | 70.7%-46.1pp |
| Annual return | 11.57% | 21.62%-10.0pp | 205.94%-194.4pp | 27571.02%-27559.5pp |
| Employer contribution / active EE | $264 | $1,610-83.6% | $5,432-95.1% | $2,032-87.0% |
| Participant deferral / active EE | $428 | $2,080-79.4% | $4,939-91.3% | $3,224-86.7% |
| Admin fee / account holder | $235 | $116+102.4% | $13,881-98.3% | $110+112.6% |