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| Provider | Service type | Compensation |
|---|---|---|
COTTONWOOD ADVISORS, LLC1+ years Filed as: THE COTTONWOOD GROUP Service code 11 · EIN 20-5250908 | Actuarial | $69,930 |
BENEFIT TRUST COMPANY1+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $51,307 |
COTTONWOOD ADVISORS, LLC1+ years Filed as: COTTONWOOD ADVISORS Service code 27 · EIN 20-4591722 | Advisory (Plan) | $46,290 |
CBIZ RETIREMENT PLAN SERVICES1+ years Service code 11 · EIN 31-1582098 | Actuarial | $21,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $10,105-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.1%-11.1pp | 0.8%-0.8pp |
| Annual return | -3.79% | -1.64%-2.2pp | 16.23%-20.0pp | -0.60%-3.2pp |
| Employer contribution / active EE | $25,032 | $19,166+30.6% | $17,605+42.2% | $12,272+104.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $237-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $11-100.0% | $717-100.0% |