Filed October 13, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,706 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICE Service code 13 28264 NETWORK PL · CHICAGO, IL 60673 | Contract Administrator | $13,188 |
INTERSERV, LLC3+ years Service code 15 307 UNIVERSITY BLVD. N BUILDING 3 · MOBILE, AL 36688 | Recordkeeping | $6,500 |
COMMONWEALTH FINANCIAL NETWORK3+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,346 | $37,196-26.5% | $154,108-82.3% | $55,725-50.9% |
| Participation rate | 25.1% | 64.1%-39.0pp | 83.0%-57.9pp | 70.9%-45.7pp |
| Annual return | 10.21% | 1319.68%-1309.5pp | 735.21%-725.0pp | 244.93%-234.7pp |
| Employer contribution / active EE | $272 | $1,614-83.2% | $5,298-94.9% | $2,078-86.9% |
| Participant deferral / active EE | $498 | $2,068-75.9% | $5,081-90.2% | $3,356-85.2% |
| Admin fee / account holder | $241 | $102+137.4% | $13,411-98.2% | $115+109.4% |