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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ SAVITZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $73,750 |
THE VANGUARD GROUP, INC.2+ years Service code 21 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Bank Trustee | $53,426 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 2001 MARKET STREET · PHILADELPHIA, PA 19103 | Accounting | $22,181 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,031-100.0% | $127,144-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 62.9%-62.9pp | 4.5%-4.5pp |
| Annual return | 5.36% | 11.07%-5.7pp | 9.35%-4.0pp | 13.95%-8.6pp |
| Employer contribution / active EE | $5,877 | $14,286-58.9% | $25,504-77.0% | $16,598-64.6% |
| Participant deferral / active EE | $0 | $1,617-100.0% | $1,066-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $4,122-100.0% | $2,049-100.0% | $612-100.0% |