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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $176,699 |
Filed as: HIRTLE, CALLAGHAN, & CO. Service code 27 · EIN 23-2516071 | Advisory (Plan) | $118,468 |
WILMINGTON TRUST6 years Service code 15 · EIN 81-2721934 | Recordkeeping | $94,814 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 8.86% | 9.45%-0.6pp | 5.04%+3.8pp | 7.65%+1.2pp |
| Employer contribution / active EE | $8,449 | $14,895-43.3% | $26,454-68.1% | $20,582-58.9% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |