Filed October 16, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $25,545 |
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $14,369 |
Service code 10 · EIN 52-1743645 | Accounting | $12,100 |
SMITH & HOWARD, PC1 year Filed as: SMITH & DOWNEY, P.A. Service code 29 · EIN 52-1839270 | Legal | $9,520 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 22-1146430 | Bank Trustee | $8,161 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,488-100.0% | $110,792-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 58.3%-58.3pp | 14.6%-14.6pp |
| Annual return | 5.15% | 1.95%+3.2pp | -0.33%+5.5pp | 10.56%-5.4pp |
| Employer contribution / active EE | $81,241 | $13,608+497.0% | $25,782+215.1% | $13,643+495.5% |
| Participant deferral / active EE | $0 | $838-100.0% | $928-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,270-100.0% | $1,824-100.0% | $3,354-100.0% |