Filed March 11, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 | Consulting | $29,771 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 52-0807416 | Actuarial | $20,000 |
Filed as: CANON FINANCIAL STRATEGISTS, INC. Service code 16 · EIN 58-2608124 | Consulting | $0 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ BENEFITS & INS SERV INC Service code 53 · EIN 31-1582098 | Insurance Commissions | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 13 · EIN 04-1590850 | Contract Administrator | $0 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: MASSACHUSSETS MUTUAL LIFE INS. CO. Service code 72 | Other investment fees and expenses | $0 |
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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 | $35,636-100.0% | $14,339-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 1.8%-1.8pp |
| Annual return | 6.65% | 3.15%+3.5pp | 1.15%+5.5pp | 7.18%-0.5pp |
| Employer contribution / active EE | $23,818 | $18,767+26.9% | $26,339-9.6% | $13,095+81.9% |
| Participant deferral / active EE | $0 | $265-100.0% | $178-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,605-100.0% | $362-100.0% |