Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 27 6050 OAKTREE BLVD · INDEPENDENCE, OH 44131 | Advisory (Plan) | $14,380 |
USI CONSULTING GROUP2 years Filed as: FINDLEY, A DIVISION OF USI Service code 11 · EIN 34-1213174 1660 WEST SECOND STREET, SUITE 900 · CLEVELAND, OH 44113 | Actuarial | $5,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 23.8%-23.8pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 19.94% | 4.93%+15.0pp | 7.32%+12.6pp | 9.30%+10.6pp |
| Employer contribution / active EE | $36,207 | $32,616+11.0% | $23,426+54.6% | $43,748-17.2% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |