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| Provider | Service type | Compensation |
|---|---|---|
AGILIS PARTNERS LLC2 years Service code 11 · EIN 04-3513306 30 SPEEN STREET · FRAMINGHAM, MA 01701 | Actuarial | $151,000 |
WEINLANDER FITZHUGH, P.C.10+ years Service code 10 · EIN 38-2272300 1600 CENTER AVENUE · BAY CITY, MI 48708 | Accounting | $32,500 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ Service code 11 · EIN 31-1498244 13680 CLEVELAND AVENUE NW · UNIONTOWN, OH 44685 | Actuarial | $12,482 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 27 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Advisory (Plan) | $9,625 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,833-100.0% | $105,290-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 12.3%-12.3pp | 39.2%-39.2pp |
| Annual return | -2.52% | 66.62%-69.1pp | 52.39%-54.9pp | 13.91%-16.4pp |
| Employer contribution / active EE | $0 | $26,943-100.0% | $23,486-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $266-100.0% | $224-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $4,431-100.0% | $41,846-100.0% |