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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 6050 OAK TREE BLVD · INDEPENDENCE, OH 44131 | Advisory (Plan) | $12,390 |
FINDLEY3+ years Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 34-1213174 1660 WEST SECOND ST., STE 900 · CLEVELAND, OH 44113 | Actuarial | $10,830 |
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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.
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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | 5.49% | -2.83%+8.3pp | 12.68%-7.2pp | 10.56%-5.1pp |
| Employer contribution / active EE | $0 | $11,770-100.0% | $22,860-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |