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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES6+ years Service code 11 · EIN 31-1582098 | Actuarial | $562,367 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $192,631 |
BENEFIT TRUST COMPANY6+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $142,158 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $113,188 |
RIVERBRIDGE PARTNERS1 year Filed as: RIVERBRIDGE PARTNERS, LLC Service code 51 · EIN 41-1930193 | Investment Mgmt Fees | $85,496 |
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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 | $2,822,362-100.0% | $733,756-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.6%-0.6pp |
| Annual return | 13.79% | 14.11%-0.3pp | 8.35%+5.4pp | 11.45%+2.3pp |
| Employer contribution / active EE | $18,866 | $29,055-35.1% | $27,010-30.2% | $17,219+9.6% |
| Participant deferral / active EE | $0 | $297-100.0% | $180-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,421-100.0% | $15,480-100.0% |