Filed June 1, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ Service code 27 PO BOX 643792 · CINCINNATI, OH 45264 | Advisory (Plan) | $59,500 |
REHMANN ROBSON1 year Service code 10 5800 GRATIOT RD · SAGINAW, MI 48605 | Accounting | $42,635 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $18,381 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT GROUP SECURITIES Service code 10 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Accounting | $9,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,725 | $55,347+67.5% | $120,580-23.1% | $200,096-53.7% |
| Participation rate | 94.6% | 52.9%+41.7pp | 72.0%+22.6pp | 72.0%+22.6pp |
| Annual return | 12.75% | 15.37%-2.6pp | 107.48%-94.7pp | 34.26%-21.5pp |
| Employer contribution / active EE | $4,046 | $1,296+212.2% | $3,469+16.6% | $3,038+33.2% |
| Participant deferral / active EE | $4,340 | $2,350+84.6% | $4,995-13.1% | $5,090-14.7% |
| Admin fee / account holder | $95 | $134-29.2% | $9,418-99.0% | $269-64.7% |