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| Provider | Service type | Compensation |
|---|---|---|
Service code 23 · EIN 53-0181291 | Insurance services | $686,935 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $222,467 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $89,909 |
Filed as: TAFT STETTINIUS &HOLLISTER LLP Service code 29 · EIN 31-0541755 | Legal | $60,247 |
Service code 27 · EIN 34-1753575 | Advisory (Plan) | $30,000 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 13 · EIN 82-3967259 | Contract Administrator | $17,903 |
AGILIS PARTNERS LLC1 year Service code 10 · EIN 04-3513306 | Accounting | $11,000 |
ALTA TRUST1 year Filed as: ALTA TRUST COMPANY Service code 27 · EIN 26-1505234 | Advisory (Plan) | $6,875 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $328,120-100.0% | - | $328,120-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 34.1%-34.1pp |
| Annual return | 56.67% | 14.46%+42.2pp | 13.13%+43.5pp | 13.02%+43.6pp |
| Employer contribution / active EE | $0 | $20,547-100.0% | $16,548-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $0 | $37-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $39,117-100.0% | - | $39,117-100.0% |