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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFIT AND INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $87,855 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $22,164 |
TORRILLO & ASSOCIATES, LLC2 years Filed as: BOYER & RITTER Service code 10 · EIN 23-1311005 | Accounting | $13,750 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,803-100.0% | $473,625-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 37.3%-37.3pp | 55.8%-55.8pp |
| Annual return | 1.72% | 17.22%-15.5pp | 20.18%-18.5pp | 24.44%-22.7pp |
| Employer contribution / active EE | $0 | $35,410-100.0% | $29,108-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $2,262-100.0% | $22,013-100.0% |