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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ, INC. Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $23,536 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $16,694 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST Service code 13 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Contract Administrator | $10,313 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $398,892-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 2.4%-2.4pp |
| Annual return | 13.22% | 10.29%+2.9pp | 8.56%+4.7pp | 22.81%-9.6pp |
| Employer contribution / active EE | $0 | $15,716-100.0% | $37,135-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $77,551-100.0% | $85,222-100.0% |