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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $18,930 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 15 6050 OAK TREE BLVD., SUITE 500 · CLEVELAND, OH 44131 | Recordkeeping | $7,610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $61,024 | $49,138+24.2% | $84,015-27.4% | $65,185-6.4% |
| Participation rate | 55.2% | 60.7%-5.6pp | 69.0%-13.8pp | 70.2%-15.0pp |
| Annual return | 20.81% | 23.00%-2.2pp | 71.31%-50.5pp | 29.38%-8.6pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,471 | $2,397+3.1% | $3,239-23.7% | $3,514-29.7% |
| Admin fee / account holder | $375 | $543-30.9% | $6,101-93.8% | $847-55.7% |