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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Service code 11 · EIN 31-1498244 | Actuarial | $33,021 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST ADVISORS, LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $15,793 |
PNC BANK, N.A.1+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 13 · EIN 25-1211909 1900 E 9TH STREET · CLEVELAND, OH 44114 | Contract Administrator | $9,322 |
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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 | $430,769-100.0% | $171,128-100.0% | $430,769-100.0% |
| Participation rate | 0.0% | 90.6%-90.6pp | 75.3%-75.3pp | 90.6%-90.6pp |
| Annual return | 5.44% | 10.77%-5.3pp | 3.91%+1.5pp | 10.77%-5.3pp |
| Employer contribution / active EE | $0 | $26,022-100.0% | $8,679-100.0% | $26,022-100.0% |
| Participant deferral / active EE | $0 | $6,968-100.0% | $1,011-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $18,309-100.0% | $754-100.0% | $18,309-100.0% |