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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $494,930 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $163,285 |
BENEFIT TRUST COMPANY10+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $159,626 |
RIVERBRIDGE PARTNERS5 years Filed as: RIVERBRIDGE PARTNERS, LLC Service code 51 · EIN 41-1930193 | Investment Mgmt Fees | $103,397 |
Filed as: COPELAND Service code 51 · EIN 20-3145515 | Investment Mgmt Fees | $75,132 |
Filed as: JOHN HANCOCK Service code 19 · EIN 04-1414660 | Securities Custodian | $16,963 |
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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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 7.95% | 3.60%+4.3pp | 4.95%+3.0pp | 8.76%-0.8pp |
| Employer contribution / active EE | $18,516 | $20,793-10.9% | $20,917-11.5% | $16,664+11.1% |
| Participant deferral / active EE | $0 | $598-100.0% | $188-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |