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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN 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.
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 | $280,286-100.0% | $280,286-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 8.3%-8.3pp | 35.7%-35.7pp |
| Annual return | 293.39% | 4.78%+288.6pp | 9.71%+283.7pp | 15.19%+278.2pp |
| Employer contribution / active EE | $0 | $29,038-100.0% | $21,536-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $0 | $42-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $50,584-100.0% | - | $50,584-100.0% |