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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $80,900 |
THE VANGUARD GROUP, INC.5+ years Service code 21 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Bank Trustee | $72,643 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 2001 MARKET STREET · PHILADELPHIA, PA 19103 | Accounting | $25,600 |
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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.
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.
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 | $43,325-100.0% | $75,924-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 52.9%-52.9pp | 13.5%-13.5pp |
| Annual return | 15.12% | 8.70%+6.4pp | 6.78%+8.3pp | 9.29%+5.8pp |
| Employer contribution / active EE | $0 | $9,971-100.0% | $28,542-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $861-100.0% | $763-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,269-100.0% | $1,754-100.0% | $2,037-100.0% |