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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 6050 OAK TREE BLVD · INDEPENDENCE, OH 44131 | Advisory (Plan) | $7,748 |
FINDLEY1+ years Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 34-1213174 1300 E. 8TH ST. STE 850 · CLEVELAND, OH 441141503 | Actuarial | $5,266 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
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 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 1.64% | 4.69%-3.1pp | 5.44%-3.8pp | 4.56%-2.9pp |
| Employer contribution / active EE | $0 | $15,631-100.0% | $25,481-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |