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| Provider | Service type | Compensation |
|---|---|---|
AGILIS PARTNERS LLC1 year Service code 11 · EIN 04-3513306 30 SPEEN STREET · FRAMINGHAM, MA 01701 | Actuarial | $37,150 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 27 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Advisory (Plan) | $28,591 |
CBIZ RETIREMENT PLAN SERVICES9+ years Filed as: CBIZ Service code 11 · EIN 31-1498244 13680 CLEVELAND AVENUE NW · UNIONTOWN, OH 44685 | Actuarial | $14,416 |
WEINLANDER FITZHUGH, P.C.9+ years Service code 10 · EIN 38-2272300 1600 CENTER AVENUE · BAY CITY, MI 48708 | Accounting | $7,000 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,289-100.0% | $106,128-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.3%-12.3pp | 43.9%-43.9pp |
| Annual return | 5.76% | 3.50%+2.3pp | 5.16%+0.6pp | 13.05%-7.3pp |
| Employer contribution / active EE | $0 | $34,017-100.0% | $26,479-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,074-100.0% |