Filed November 2, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $25,987 |
IRA GROUP1+ years Filed as: IRA GROUP INC. Service code 27 1230 PEACHTREE STREET, SUITE 3800 · ATLANTA, GA 30309 | Advisory (Plan) | $20,000 |
CBIZ RETIREMENT PLAN SERVICES1+ years Service code 11 · EIN 31-1582098 | Actuarial | $15,500 |
ALLEN, GIBBS & HOULIK, L.C.1+ years Filed as: ALLEN, GIBBS, & HOULIK, L.C. Service code 10 · EIN 48-1032601 | Accounting | $14,300 |
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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 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 | $317,036-100.0% | $204,001-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 13.0%-13.0pp |
| Annual return | 12.77% | 13.23%-0.5pp | -100.31%+113.1pp | 13.59%-0.8pp |
| Employer contribution / active EE | $0 | $9,675-100.0% | $18,686-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $308-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $1,604-100.0% | $29,657-100.0% |