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| Provider | Service type | Compensation |
|---|---|---|
CBIZ INVESTMENT ADVISORY SERVICES10+ years Filed as: CBIZ INC Service code 11 · EIN 22-2769024 | Actuarial | $306,682 |
NOVAK FRANCELLA LLC11+ years Service code 10 · EIN 61-1436956 | Accounting | $30,162 |
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $10,440 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.