Filed April 12, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES8+ years Service code 14 · EIN 31-1582098 | Plan Administrator | $27,192 |
NISA INVESTMENT ADVISORS, LLC8+ years Filed as: NISA INVESTMENT ADVISORS Service code 27 · EIN 48-1140940 | Advisory (Plan) | $26,555 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 23-1159360 | Actuarial | $20,000 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VICHROW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $13,700 |
SCHNEIDER DOWNS & CO., INC.8+ years Service code 10 · EIN 25-1408703 | Accounting | $7,527 |
US BANK8+ years Filed as: U.S. NATIONAL BANK ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $4,932 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 27 · EIN 52-0556948 | Advisory (Plan) | $2,274 |
COOK STREET CONSULTING4 years Service code 17 · EIN 84-0854432 | Pension Consulting | $2,240 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $280 |
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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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $247,120-100.0% | $213,834-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 12.3%-12.3pp | 44.4%-44.4pp |
| Annual return | -19.72% | -11.90%-7.8pp | -5.16%-14.6pp | -14.65%-5.1pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,631-100.0% |