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| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC2+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,000 |
Filed as: CBIZ SAVITZ Service code 11 · EIN 31-1582098 | Actuarial | $39,775 |
Filed as: RYAN LABS Service code 11 · EIN 47-3503928 | Actuarial | $21,144 |
THE SAVITZ ORGANIZATION2+ years Service code 11 · EIN 23-1700844 | Actuarial | $10,000 |
MATRIX TRUST COMPANY1 year Filed as: BROADRIDGE MATRIX Service code 21 · EIN 75-3182674 | Bank Trustee | $8,961 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 3.62% | 16.85%-13.2pp | 5.44%-1.8pp | 11.88%-8.3pp |
| Employer contribution / active EE | $7,299 | $10,313-29.2% | $25,481-71.4% | $14,612-50.0% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |