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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $129,162 |
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 100 WITMER ROAD · HORSHAM, PA 19044 | Accounting | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $157,324-100.0% | $151,098-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 16.3%-16.3pp | 37.6%-37.6pp |
| Annual return | -31.69% | 10.67%-42.4pp | 11.31%-43.0pp | 9.30%-41.0pp |
| Employer contribution / active EE | $0 | $42,039-100.0% | $35,729-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $141-100.0% | $237-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $21,624-100.0% | $20,124-100.0% | $12,596-100.0% |