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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 28 · EIN 81-3968784 | Investment Management | $170,900 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,340 |
Filed as: BENESCH Service code 29 · EIN 34-6596918 | Legal | $25,194 |
LEGACY PROFESSIONALS LLP3 years Filed as: LEGACY Service code 10 · EIN 32-0043599 | Accounting | $16,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,097 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,865 | $148,970-60.5% | $133,698-56.0% | $200,096-70.6% |
| Participation rate | 86.2% | 79.4%+6.8pp | 76.4%+9.8pp | 72.0%+14.2pp |
| Annual return | 15.94% | 27.07%-11.1pp | 580.90%-565.0pp | 34.26%-18.3pp |
| Employer contribution / active EE | $2,070 | $3,561-41.9% | $4,218-50.9% | $3,038-31.9% |
| Participant deferral / active EE | $5,194 | $6,140-15.4% | $7,016-26.0% | $5,090+2.1% |
| Admin fee / account holder | $88 | $144-38.7% | $6,703-98.7% | $269-67.2% |