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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INC Service code 13 · EIN 22-2769024 | Contract Administrator | $312,670 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $30,322 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $9,783 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,914-100.0% | $116,914-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 20.2%-20.2pp | 9.1%-9.1pp | 43.7%-43.7pp |
| Annual return | 259.25% | 7.69%+251.6pp | 8.92%+250.3pp | 13.05%+246.2pp |
| Employer contribution / active EE | $0 | $38,144-100.0% | $24,457-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $31,365-100.0% |