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.1 year Service code 15 · EIN 27-2037969 307 UNIVERSITY BOULEVARD NORTH · MOBILE, AL 36688 | Recordkeeping | $38,421 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 26 · EIN 52-1396995 61765 E SKYLINE DRIVE · TUCSON, AZ 85718 | Advisory (Participants) | $19,950 |
NORTON ROSE FULBRIGHT2+ years Filed as: NORTON RETIREMENT SERVICES,INC. Service code 13 · EIN 86-1009405 PO BOX 6450 · GLENDALE, AZ 85312 | Contract Administrator | $8,950 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,678 | $46,173-68.2% | $170,439-91.4% | $69,631-78.9% |
| Participation rate | 86.2% | 63.9%+22.3pp | 83.6%+2.6pp | 70.7%+15.5pp |
| Annual return | 15.17% | 21.62%-6.5pp | 205.94%-190.8pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $1,240 | $1,610-23.0% | $5,433-77.2% | $2,032-39.0% |
| Participant deferral / active EE | $2,883 | $2,080+38.6% | $4,939-41.6% | $3,224-10.6% |
| Admin fee / account holder | $129 | $116+11.5% | $13,881-99.1% | $110+17.0% |