Filed June 1, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 16 P.O. BOX 643792 · CINCINNATI, OH 45264 | Consulting | $35,000 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP SECURITIES INC Service code 16 P.O. BOX 116223 · ATLANTA, GA 30368 | Consulting | $9,800 |
Filed as: DEAN MEAD EGERTON BLOODWORTH Service code 29 800 NORTH MAGNOLIA AVENUE · ORLANDO, FL 32803 | Legal | $7,828 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,266 |
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 | $94,762 | $46,761+102.7% | $106,619-11.1% | $57,658+64.4% |
| Participation rate | 75.5% | 56.9%+18.6pp | 78.0%-2.5pp | 70.2%+5.2pp |
| Annual return | 8.39% | 15.77%-7.4pp | 9.42%-1.0pp | 5.13%+3.3pp |
| Employer contribution / active EE | $3,215 | $1,274+152.4% | $3,947-18.5% | $1,974+62.9% |
| Participant deferral / active EE | $3,325 | $1,954+70.1% | $3,930-15.4% | $3,061+8.6% |
| Admin fee / account holder | $73 | $97-24.1% | $6,418-98.9% | $95-22.3% |