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 |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,277 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 51 · EIN 52-1396995 | Investment Mgmt Fees | $8,136 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,945 | $71,192-34.1% | $117,861-60.2% | $62,293-24.6% |
| Participation rate | 84.6% | 74.2%+10.3pp | 79.7%+4.9pp | 69.5%+15.0pp |
| Annual return | 14.96% | 18.66%-3.7pp | 335.11%-320.1pp | 28.90%-13.9pp |
| Employer contribution / active EE | $924 | $1,934-52.2% | $3,786-75.6% | $2,042-54.8% |
| Participant deferral / active EE | $3,793 | $3,189+19.0% | $4,482-15.4% | $3,169+19.7% |
| Admin fee / account holder | $155 | $587-73.6% | $8,021-98.1% | $479-67.6% |