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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 52-1380770 | Bank Trustee | $333,022 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ BENEFITS & INS SVCS OF MD Service code 11 · EIN 31-1582098 | Actuarial | $35,511 |
Filed as: SMITH, ELLIOTT, KEARNS & CO. LLC Service code 10 · EIN 52-0783935 | Accounting | $8,700 |
GORDAN FEINBLATT LLC1 year Service code 29 1001 FLEET STREET, SUITE 700 · BALTIMORE, MD 21202 | Legal | $8,694 |
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Employer contribution per participant 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.
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.
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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 12.08% | 10.61%+1.5pp | 9.52%+2.6pp | 627.08%-615.0pp |
| Employer contribution / active EE | $0 | $21,392-100.0% | $41,951-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |