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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $278,156 |
BENEFIT TRUST COMPANY8+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $20,565 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $11,020 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -14.45% | 17.17%-31.6pp | 179.55%-194.0pp | 23.41%-37.9pp |
| Employer contribution / active EE | $5,692 | $11,568-50.8% | $24,917-77.2% | $12,650-55.0% |
| Participant deferral / active EE | $0 | $1,827-100.0% | $463-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |