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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES7+ years Service code 11 · EIN 31-1582098 | Actuarial | $352,703 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $165,275 |
RIVERBRIDGE PARTNERS2 years Filed as: RIVERBRIDGE PARTNERS, LLC Service code 51 · EIN 41-1930193 | Investment Mgmt Fees | $163,338 |
BENEFIT TRUST COMPANY7+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $145,169 |
Filed as: COPELAND Service code 51 · EIN 20-3145515 | Investment Mgmt Fees | $118,379 |
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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 | $1,472,696-100.0% | $765,066-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.7%-0.7pp |
| Annual return | 10.76% | 8.60%+2.2pp | 8.31%+2.5pp | 13.24%-2.5pp |
| Employer contribution / active EE | $23,346 | $19,393+20.4% | $21,002+11.2% | $14,616+59.7% |
| Participant deferral / active EE | $0 | $498-100.0% | $224-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $724-100.0% | $4,137-100.0% |