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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $751,231 |
JEFFERIES LLC1 year Service code 16 520 MADISON AVENUE · NEW YORK, NY 10022 | Consulting | $661,185 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK Service code 13 · EIN 04-1867445 | Contract Administrator | $272,121 |
Filed as: PATTERSON BELKNAP WEBB & TYLER LLP Service code 29 1133 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Legal | $168,373 |
THE WAGNER LAW GROUP1 year Service code 29 125 HIGH STREET · BOSTON, MA 02110 | Legal | $79,892 |
BCG SECURITIES1 year Filed as: BCG PENSION RISK CONSULTANTS, INC Service code 22 100 GRANDVIEW ROAD · BRAINTREE, MA 02184 | Insurance Broker | $50,000 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL Service code 28 · EIN 95-3692822 | Investment Management | $40,077 |
PROSKAUER ROSE LLP1 year Service code 29 · EIN 13-1840454 ONE INTERNATION PLACE · BOSTON, MA 02110 | Legal | $29,167 |
DECHERT LLP1 year Filed as: DECHERT (SINGAPORE) PTE LTD Service code 29 | Legal | $25,076 |
KIRKLAND & ELLIS LLP1 year Service code 29 · EIN 36-1326630 333 WEST WOLF POINT PLAZA · CHICAGO, IL 60654 | Legal | $15,759 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | -5.24% | 3.31%-8.6pp | 5.04%-10.3pp | 13.05%-18.3pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |