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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $362,526 |
MERCER9+ years Filed as: MERCER INVESTMENT CONSULTING Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $81,219 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 99 · EIN 04-1867445 | Other Fees | $12,093 |
MILLER COOPER & CO LTD1 year Filed as: MILLER, COOPER & CO., LTD Service code 10 · EIN 36-2897372 | Accounting | $11,150 |
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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 | $33,520-100.0% | $124,814-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 2.1%-2.1pp |
| Annual return | 6.61% | 6.77%-0.2pp | 10.53%-3.9pp | 7.65%-1.0pp |
| Employer contribution / active EE | $19,231 | $23,265-17.3% | $26,797-28.2% | $20,582-6.6% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $122-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $129-100.0% | $193-100.0% |