Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ Service code 11 · EIN 13-1582098 | Actuarial | $151,769 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $25,906 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $23,570 |
SPENCER FANE LLP1 year Filed as: SPENCER FANE BRITT & BROWNE LLP Service code 29 · EIN 44-0561981 | Legal | $2,343 |
| Actuary | Schedule | Address, phone |
|---|---|---|
Jennifer L. McHugh Cbiz Schedule SB | Schedule SB | Pro |
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.