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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ RETIRMENT PLAN SERVICES Service code 11 · EIN 34-1582098 | Actuarial | $34,079 |
Filed as: RAYMOND JAMES Service code 27 680 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $30,000 |
KEY BANK NATIONAL ASSOCIATION9+ years Filed as: KEY TRUST COMPANY OF OHIO Service code 21 · EIN 34-1784820 | Bank Trustee | $21,196 |
Filed as: BOBER, MARKEY, FEDOROVICH & COMPANY Service code 10 · EIN 34-1523030 | Accounting | $13,500 |
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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 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 23.38% | 7.22%+16.2pp | 6.70%+16.7pp | 8.21%+15.2pp |
| Employer contribution / active EE | $22,569 | $12,542+79.9% | $25,217-10.5% | $13,841+63.1% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |