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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP7+ years Filed as: BDO USA,LLP Service code 10 · EIN 13-5381590 | Accounting | $10,740 |
CBIZ RETIREMENT PLAN SERVICES7+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $10,671 |
HUNTINGTON NATIONAL BANK1 year Filed as: HUNTINGTON TRUST CO. Service code 12 · EIN 31-1232181 | Claims processing | $7,113 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $592,784-100.0% | $565,817-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 44.5%-44.5pp | 29.9%-29.9pp | 44.5%-44.5pp |
| Annual return | -20.74% | -8.20%-12.5pp | -8.79%-11.9pp | -14.65%-6.1pp |
| Employer contribution / active EE | $0 | $47,558-100.0% | $43,463-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $12-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $945-100.0% | $866-100.0% | $14,582-100.0% |