Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $58,540 |
REYNOLDS CONSULTING SERVICES6+ 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 |
THE BANK OF NEW YORK MELLON2 years Service code 50 · EIN 13-5160382 500 GRANT ST, STE 4131 · PITTSBURGH, PA 15258 | Direct Payment | $20,000 |
FITZSIMMONS ABRAMS, LLP6+ years Service code 10 · EIN 13-2858927 7600 JERICHO TPKE STE 210 · WOODBURY, NY 11797 | Accounting | $18,609 |
O'DWYER & BERNSTEIN, LLP6+ years Filed as: O'DWYER & BERNSTEIN LLP Service code 29 · EIN 13-5286665 52 DUANE STREET · NEW YORK, NY 10007 | Legal | $16,000 |
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 | $10,847 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $21,551-100.0% | $162,072-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 33.1%-33.1pp | 13.5%-13.5pp |
| Annual return | 9.62% | 9.38%+0.2pp | 8.01%+1.6pp | 9.29%+0.3pp |
| Employer contribution / active EE | $8,284 | $9,605-13.8% | $29,476-71.9% | $15,168-45.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $630-100.0% | $2,037-100.0% |