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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 27 6050 OAKTREE BLVD · INDEPENDENCE, OH 44131 | Advisory (Plan) | $25,742 |
USI CONSULTING GROUP1 year Filed as: FINDLEY, A DIVISION OF USI Service code 11 · EIN 34-1213174 1660 WEST SECOND STREET, SUITE 900 · CLEVELAND, OH 44113 | Actuarial | $12,371 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 49 · EIN 22-1211670 80 LIVINGSTON AVENUE · ROSELAND, NJ 07068 | Other Services | $5,036 |
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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 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.0%-43.0pp |
| Annual return | 5.61% | -14.68%+20.3pp | -2.84%+8.4pp | 259.17%-253.6pp |
| Employer contribution / active EE | $52,387 | $47,728+9.8% | $33,329+57.2% | $41,471+26.3% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |