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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES5+ years Service code 11 · EIN 31-1582098 | Actuarial | $262,128 |
BENEFIT TRUST COMPANY5+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $78,908 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $61,267 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $9,417 |
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Employer contribution per participant 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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 128.19% | 20.56%+107.6pp | 13.45%+114.7pp | 53.27%+74.9pp |
| Employer contribution / active EE | $5,353 | $25,506-79.0% | $26,057-79.5% | $14,774-63.8% |
| Participant deferral / active EE | $0 | $645-100.0% | $181-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |