Filed August 24, 2017
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ Service code 11 · EIN 31-1498244 13680 CLEVELAND AVE NW · UNIONTOWN, OH 446858098 | Actuarial | $51,938 |
Filed as: FIFTH THIRD BANK Service code 18 · EIN 31-1051736 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Custodial (other than securities) | $27,018 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | -4.87% | 4.80%-9.7pp | 7.98%-12.8pp | 4.56%-9.4pp |
| Employer contribution / active EE | $7,957 | $12,906-38.4% | $23,724-66.5% | $15,526-48.8% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |