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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 | $37,155 |
REYNOLDS CONSULTING SERVICES8+ 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 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 51 · EIN 34-1922005 1801 E. 9TH ST, STE 1400 · CLEVLAND, OH 44114 | Investment Mgmt Fees | $19,089 |
FITZSIMMONS ABRAMS, LLP8+ years Service code 10 · EIN 13-2858927 7600 JERICHO TPKE STE 210 · WOODBURY, NY 11797 | Accounting | $16,000 |
O'DWYER & BERNSTEIN, LLP8+ years Filed as: O'DWYER & BERNSTEIN LLP Service code 29 · EIN 13-5286665 52 DUANE STREET · NEW YORK, NY 10007 | Legal | $16,000 |
THE BANK OF NEW YORK MELLON4 years Service code 50 · EIN 13-5160382 500 GRANT ST, STE 4131 · PITTSBURGH, PA 15258 | Direct Payment | $15,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Adverse opinion - the financial statements do not fairly present the plan's financial position.
| 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 | -13.65% | -4.92%-8.7pp | -5.85%-7.8pp | -5.25%-8.4pp |
| Employer contribution / active EE | $6,762 | $10,994-38.5% | $31,839-78.8% | $15,161-55.4% |
| 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% |