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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $459,680 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $231,195 |
BENEFIT TRUST COMPANY9+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $147,223 |
RIVERBRIDGE PARTNERS4 years Filed as: RIVERBRIDGE PARTNERS, LLC Service code 51 · EIN 41-1930193 | Investment Mgmt Fees | $102,442 |
Filed as: COPELAND Service code 51 · EIN 20-3145515 | Investment Mgmt Fees | $66,691 |
Filed as: JOHN HANCOCK Service code 19 · EIN 04-1414660 | Securities Custodian | $16,079 |
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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 | $3,299,877-100.0% | $191,373-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.3%-2.3pp |
| Annual return | 13.32% | 9.42%+3.9pp | 8.46%+4.9pp | 37.77%-24.4pp |
| Employer contribution / active EE | $18,076 | $16,284+11.0% | $25,175-28.2% | $15,798+14.4% |
| Participant deferral / active EE | $0 | $512-100.0% | $181-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $730-100.0% | $9,287-100.0% |