Filed October 13, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $41,559 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICE Service code 13 28264 NETWORK PL · CHICAGO, IL 60673 | Contract Administrator | $12,885 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,250 | $62,928-53.5% | $172,739-83.1% | $67,579-56.7% |
| Participation rate | 25.2% | 64.5%-39.3pp | 82.6%-57.5pp | 71.3%-46.1pp |
| Annual return | 5.46% | 30.36%-24.9pp | 802.84%-797.4pp | 378.56%-373.1pp |
| Employer contribution / active EE | $274 | $1,636-83.2% | $5,143-94.7% | $2,148-87.2% |
| Participant deferral / active EE | $541 | $2,145-74.8% | $5,198-89.6% | $3,539-84.7% |
| Admin fee / account holder | $289 | $167+73.3% | $13,954-97.9% | $142+102.9% |