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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET, 10TH FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $46,428 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $46,422 |
COMERICA BANK9+ years Service code 18 · EIN 42-1741646 411 W. LAFAYETTE AVE. · DETROIT, MI 48226 | Custodial (securities); Float revenue... | $9,821 |
Service code 10 · EIN 31-1311065 4555 LAKE FOREST DR., SUITE 400 · CINCINNATI, OH 45242 | Accounting | $8,000 |
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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 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 13.16% | 8.82%+4.3pp | 7.69%+5.5pp | 9.89%+3.3pp |
| Employer contribution / active EE | $31,364 | $12,837+144.3% | $28,501+10.0% | $14,313+119.1% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |