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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $279,541 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $34,259 |
BENEFIT TRUST COMPANY9+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $22,409 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $191,373-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.2%-2.2pp |
| Annual return | 10.98% | 8.28%+2.7pp | 8.46%+2.5pp | 9.11%+1.9pp |
| Employer contribution / active EE | $5,536 | $8,225-32.7% | $25,175-78.0% | $12,231-54.7% |
| Participant deferral / active EE | $0 | $294-100.0% | $181-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $730-100.0% | $125-100.0% |