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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 17 · EIN 52-1396995 6050 OAK TREE BOULEVARD SUITE 500 · CLEVELAND, OH 441316951 | Pension Consulting | $29,000 |
SCHNEIDER DOWNS & CO., INC.5+ years Service code 10 · EIN 25-1408703 ONE PPG PLACE STE 1700 · PITTSBURGH, PA 152225416 | Accounting | $11,291 |
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 | $136,593 | $95,542+43.0% | $69,464+96.6% | $67,579+102.1% |
| Participation rate | 98.0% | 79.4%+18.6pp | 74.6%+23.4pp | 71.3%+26.7pp |
| Annual return | 18.13% | 17.67%+0.5pp | 28.98%-10.8pp | 378.56%-360.4pp |
| Employer contribution / active EE | $4,713 | $2,989+57.7% | $2,779+69.6% | $2,148+119.4% |
| Participant deferral / active EE | $4,208 | $3,263+29.0% | $3,536+19.0% | $3,539+18.9% |
| Admin fee / account holder | $67 | $90-25.4% | $3,840-98.3% | $142-52.9% |