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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $20,119 |
Filed as: BOYER & RITTER Service code 10 · EIN 23-1311005 | Accounting | $7,750 |
RBC WEALTH MANAGEMENT8+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $5,498 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,148-100.0% | $164,721-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 21.0%-21.0pp | 9.9%-9.9pp |
| Annual return | -9.24% | -4.92%-4.3pp | -5.85%-3.4pp | -5.25%-4.0pp |
| Employer contribution / active EE | $7,524 | $10,994-31.6% | $31,839-76.4% | $15,161-50.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $1,000-100.0% | $3,859-100.0% |