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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $7,740 |
BDO USA, LLP4+ years Filed as: BDO USA,LLP Service code 10 · EIN 13-5381590 | Accounting | $7,050 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $315,136-100.0% | $286,273-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 37.3%-37.3pp | 30.6%-30.6pp | 47.4%-47.4pp |
| Annual return | 4.71% | 10.25%-5.5pp | 10.78%-6.1pp | 12.16%-7.5pp |
| Employer contribution / active EE | $0 | $47,546-100.0% | $41,857-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $59-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $103,433-100.0% | $83,605-100.0% | $17,640-100.0% |