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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 27 6050 OAKTREE BLVD · INDEPENDENCE, OH 44131 | Advisory (Plan) | $16,922 |
FINDLEY4+ years Filed as: FINDLEY DAVIES Service code 11 · EIN 34-1213174 1300 E. 9TH STREET SUITE 850 · CLEVELAND, OH 441141503 | Actuarial | $6,101 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.3%-47.3pp |
| Annual return | 1.44% | 4.63%-3.2pp | 29.77%-28.3pp | 12.16%-10.7pp |
| Employer contribution / active EE | $32,998 | $51,918-36.4% | $33,607-1.8% | $44,747-26.3% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |