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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES6+ years Service code 11 · EIN 31-1582098 | Actuarial | $246,498 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $22,738 |
BENEFIT TRUST COMPANY6+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $16,341 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 12.71% | 19.50%-6.8pp | 8.35%+4.4pp | 12.86%-0.2pp |
| Employer contribution / active EE | $4,904 | $27,684-82.3% | $27,010-81.8% | $13,687-64.2% |
| Participant deferral / active EE | $0 | $327-100.0% | $180-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |