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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ COTTONWOOD Service code 13 · EIN 13-1582098 | Contract Administrator | $118,000 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $108,483 |
THE SEGAL COMPANY1+ years Filed as: SIBSON CONSULTING (SEGAL GROUP) Service code 11 · EIN 06-0839113 | Actuarial | $90,450 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Investment management; Custodial (sec... | $41,439 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BAKERS ASSOCIATION Service code 15 · EIN 36-0723070 | Recordkeeping | $33,193 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $32,979 |
ANNE H.S. FRASER, P.C.1+ years Service code 29 · EIN 52-1875067 | Legal | $27,126 |
INVESCO1+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $22,332 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $20,176 |
THE SEGAL COMPANY1+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $17,371 |
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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 | $49,677-100.0% | $111,575-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 3.6%-3.6pp |
| Annual return | 11.73% | 4.01%+7.7pp | 18.87%-7.1pp | 11.88%-0.1pp |
| Employer contribution / active EE | $28,331 | $9,840+187.9% | $19,828+42.9% | $14,612+93.9% |
| Participant deferral / active EE | $0 | $19-100.0% | $68-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $262-100.0% | $637-100.0% |