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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Service code 14 · EIN 31-1592098 | Plan Administrator | $62,458 |
BAKER & HOSTETLER LLP1+ years Service code 29 · EIN 34-0082025 | Legal | $52,437 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $34,280 |
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $11,667 |
BCVS MASTER RETIREMENT TRUST1+ years Service code 99 · EIN 26-3792367 | Other Fees | $3,458 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $2,597 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $122,655-100.0% | $522,682-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 12.6%-12.6pp | 48.7%-48.7pp |
| Annual return | -100.00% | -5.77%-94.2pp | -3.43%-96.6pp | -2.16%-97.8pp |
| Employer contribution / active EE | $0 | $38,102-100.0% | $25,607-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $6,725-100.0% | $13,511-100.0% | $12,572-100.0% |