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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ SAVITZ Service code 11 · EIN 31-1582098 | Actuarial | $178,000 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 30-0282430 | Advisory (Plan) | $147,257 |
Filed as: FIDELITY INV INST OPERATIONS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $95,988 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ASSOCIATES Service code 11 · EIN 22-2232264 | Actuarial | $44,325 |
MILLER COOPER & CO LTD1 year Filed as: MILLER COOPER & CO, LTD. Service code 10 · EIN 36-2897372 | Accounting | $11,900 |
MORGAN LEWIS2+ years Service code 29 · EIN 23-0891050 | Legal | $7,967 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 5.29% | 11.16%-5.9pp | 14.20%-8.9pp | 23.90%-18.6pp |
| Employer contribution / active EE | $3,797 | $17,064-77.7% | $27,968-86.4% | $16,539-77.0% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |