Filed September 13, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ, INC. Service code 11 · EIN 31-1582098 | Actuarial | $216,745 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $190,711 |
GRANT THORNTON LLP5+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $25,047 |
PORTFOLIO EVALUATIONS, INC.5+ years Service code 28 · EIN 22-3189064 | Investment Management | $18,000 |
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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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 15.81% | 15.61%+0.2pp | 20.73%-4.9pp | 53.27%-37.5pp |
| Employer contribution / active EE | $20,841 | $10,773+93.4% | $36,503-42.9% | $14,774+41.1% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |