Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 51 · EIN 52-1396995 | Investment Mgmt Fees | $16,944 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $15,583 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,349 | $63,924-25.9% | $108,582-56.4% | $55,167-14.2% |
| Participation rate | 78.0% | 74.3%+3.7pp | 79.6%-1.6pp | 69.0%+9.0pp |
| Annual return | 6.92% | 15.31%-8.4pp | -51.70%+58.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $896 | $1,879-52.3% | $3,758-76.2% | $1,963-54.4% |
| Participant deferral / active EE | $3,775 | $3,067+23.1% | $4,311-12.4% | $3,054+23.6% |
| Admin fee / account holder | $217 | $618-64.9% | $7,645-97.2% | $504-57.0% |