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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 52-1380770 | Bank Trustee | $349,595 |
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ BENEFITS & INS SVCS OF MD Service code 11 · EIN 31-1582098 | Actuarial | $30,983 |
Filed as: SMITH, ELLIOTT, KEARNS & CO. LLC Service code 10 · EIN 52-0783935 | Accounting | $9,500 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $788,447-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 5.6%-5.6pp |
| Annual return | -13.29% | -0.56%-12.7pp | -3.21%-10.1pp | 39.77%-53.1pp |
| Employer contribution / active EE | $0 | $21,553-100.0% | $46,051-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $308-100.0% | $31-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $46,258-100.0% | $62-100.0% |