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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ, INC. Service code 11 · EIN 31-1582098 6050 OAK TREE BLVD. · CLEVELAND, OH 44131 | Actuarial | $23,600 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $19,580 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 13 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Contract Administrator | $14,970 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $46,244-100.0% | $286,273-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 2.8%-2.8pp |
| Annual return | 23.65% | 17.59%+6.1pp | 10.78%+12.9pp | 16.32%+7.3pp |
| Employer contribution / active EE | $0 | $13,960-100.0% | $41,857-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $83,605-100.0% | $127-100.0% |