Filed April 12, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES6+ years Service code 14 · EIN 31-1582098 | Plan Administrator | $33,731 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 23-1159360 | Actuarial | $20,000 |
NISA INVESTMENT ADVISORS, LLC6+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $13,346 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $12,750 |
US BANK6+ years Filed as: U.S. NATIONAL BANK ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $9,878 |
SCHNEIDER DOWNS & CO., INC.3 years Filed as: SCHNEIDER DOWNS & CO INC Service code 10 · EIN 25-1408703 | Accounting | $6,800 |
Service code 28 · EIN 95-2705767 | Investment Management | $3,351 |
T ROWE PRICE RPS INC6+ years Filed as: T.ROWE PRICE ASSOCIATES Service code 28 · EIN 52-0556948 | Investment Management | $3,129 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN INVESTMENT MGT Service code 28 · EIN 13-3200244 | Investment Management | $2,550 |
BLACKROCK6+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3806691 | Investment Management | $2,206 |
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 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.1%-43.1pp |
| Annual return | 13.64% | -14.68%+28.3pp | -2.84%+16.5pp | 259.19%-245.5pp |
| Employer contribution / active EE | $0 | $47,728-100.0% | $33,329-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |