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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ RETIREMENT PLAN SERVICES, INC Service code 11 · EIN 31-1582098 1845 WALNUT ST 14TH FL · PHILADELPHIA, PA 19103 | Actuarial | $66,775 |
REYNOLDS CONSULTING SERVICES5+ years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD STE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $20,000 |
FITZSIMMONS ABRAMS, LLP5+ years Service code 10 · EIN 13-2858927 7600 JERICHO TPKE STE 210 · WOODBURY, NY 11797 | Accounting | $16,000 |
O'DWYER & BERNSTEIN, LLP5+ years Filed as: O'DWYER & BERNSTEIN LLP Service code 29 · EIN 13-5286665 52 DUANE STREET · NEW YORK, NY 10007 | Legal | $16,000 |
Service code 50 · EIN 13-5160382 500 GRANT ST, STE 4131 · PITTSBURGH, PA 15258 | Direct Payment | $15,323 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 52 · EIN 34-1922005 1801 E. 9TH ST, STE 1400 · CLEVLAND, OH 44114 | Indirect Investment Fees | $5,604 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 15.52% | 18.13%-2.6pp | 14.64%+0.9pp | 16.32%-0.8pp |
| Employer contribution / active EE | $6,687 | $23,138-71.1% | $41,831-84.0% | $17,007-60.7% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |