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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Service code 11 · EIN 31-1582098 | Actuarial | $14,699 |
BENEFIT TRUST COMPANY2+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $6,130 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $22,083-100.0% | $14,339-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 48.3%-48.3pp | 17.0%-17.0pp | 45.6%-45.6pp |
| Annual return | -98.43% | -6.39%-92.0pp | 1.15%-99.6pp | 4.16%-102.6pp |
| Employer contribution / active EE | $0 | $55,387-100.0% | $26,339-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $103-100.0% | $178-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $0 | $3,605-100.0% | $21,465-100.0% |