Filed April 12, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES9+ years Service code 14 · EIN 31-1582098 | Plan Administrator | $31,078 |
NISA INVESTMENT ADVISORS, LLC9+ years Filed as: NISA INVESTMENT ADVISORS Service code 27 · EIN 48-1140940 | Advisory (Plan) | $23,477 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 23-1159360 | Actuarial | $20,000 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VICHROW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $14,100 |
SCHNEIDER DOWNS & CO., INC.9+ years Service code 10 · EIN 25-1408703 | Accounting | $7,901 |
US BANK9+ years Filed as: U.S. NATIONAL BANK ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $4,626 |
COOK STREET CONSULTING5 years Service code 17 · EIN 84-0854432 | Pension Consulting | $2,307 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 27 · EIN 52-0556948 | Advisory (Plan) | $1,302 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $343 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $195,758-100.0% | $182,032-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | 8.33% | 3.70%+4.6pp | 7.69%+0.6pp | 24.44%-16.1pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |