Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NYHART1 year Service code 11 · EIN 35-0966414 | Actuarial | $49,824 |
Service code 27 2133 LURAY AVENUE · CINCINNATI, OH 45206 | Advisory (Plan) | $20,854 |
WALTHALL, LLP3 years Filed as: WALTHALL REA Service code 10 · EIN 34-1310124 | Accounting | $15,500 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INSURANCE Service code 11 · EIN 31-1582098 | Actuarial | $11,638 |
Service code 50 2133 LURAY AVENUE · CINCINNATI, OH 45206 | Direct Payment | $10,757 |
Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Tr... | $9,785 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $3,370,408-100.0% | $192,455-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 27.6%-27.6pp | 1.2%-1.2pp |
| Annual return | 4.10% | 53.27%-49.2pp | 50.81%-46.7pp | 53.27%-49.2pp |
| Employer contribution / active EE | $9,357 | $14,774-36.7% | $42,739-78.1% | $14,774-36.7% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $90-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $2,268-100.0% | $13,289-100.0% |