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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $22,771 |
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $12,331 |
HUNTINGTON NATIONAL BANK2 years Filed as: HUNTINGTON TRUST CO. Service code 12 · EIN 31-1232181 | Claims processing | $5,297 |
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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 | $398,892-100.0% | $398,892-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 64.6%-64.6pp | 54.1%-54.1pp | 55.9%-55.9pp |
| Annual return | 2.74% | 8.32%-5.6pp | 8.56%-5.8pp | 24.44%-21.7pp |
| Employer contribution / active EE | $0 | $41,002-100.0% | $37,135-100.0% | $41,341-100.0% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $77,551-100.0% | $77,551-100.0% | $22,013-100.0% |