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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ RETIRMENT PLAN SERVICES Service code 11 · EIN 34-1582098 | Actuarial | $30,316 |
Filed as: RAYMOND JAMES Service code 27 680 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $30,000 |
KEY BANK NATIONAL ASSOCIATION10+ years Filed as: KEY TRUST COMPANY OF OHIO Service code 21 · EIN 34-1784820 | Bank Trustee | $22,507 |
Filed as: BOBER, MARKEY, FEDOROVICH & COMPANY Service code 10 · EIN 34-1523030 | Accounting | $13,900 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,981-100.0% | - | $33,981-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 15.3%-15.3pp |
| Annual return | 2.44% | 7.00%-4.6pp | 11.15%-8.7pp | 9.75%-7.3pp |
| Employer contribution / active EE | $3,823 | $12,441-69.3% | $19,872-80.8% | $13,830-72.4% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | - | $2,810-100.0% |