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| Provider | Service type | Compensation |
|---|---|---|
HIRTLE, CALLAGHAN & COMPANY2+ years Filed as: HIRTLE, CALLAGHAN & CO. Service code 27 · EIN 23-2516071 | Advisory (Plan) | $251,139 |
Filed as: CBIZ SAVITZ Service code 11 · EIN 31-1582098 | Actuarial | $52,565 |
THE SAVITZ ORGANIZATION2+ years Service code 11 · EIN 23-1700844 | Actuarial | $41,740 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 13-4941247 | Bank Trustee | $38,854 |
ELLIOTT DAVIS, LLC2+ years Filed as: ELLIOTT DAVIS, INC. Service code 10 · EIN 57-0381582 | Accounting | $8,800 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 7.09% | 17.94%-10.9pp | 5.44%+1.6pp | 7.18%-0.1pp |
| Employer contribution / active EE | $7,778 | $12,263-36.6% | $25,481-69.5% | $13,095-40.6% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |