Filed June 1, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 16 P.O. BOX 643792 · CINCINNATI, OH 45264 | Consulting | $35,000 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $13,495 |
RAMSEY SOLUTIONS1 year Filed as: RAMSEY FINANCIAL WELLNESS Service code 26 1749 MALLORY LN · BRENTWOOD, TN 37027 | Advisory (Participants) | $12,000 |
Filed as: VESTAL & WILER Service code 10 201 EAST PINE STREET · ORLANDO, FL 32801 | Accounting | $10,150 |
Filed as: DEAN MEAD EGERTON BLOODWORTH Service code 29 800 NORTH MAGNOLIA AVENUE · ORLANDO, FL 32803 | Legal | $6,589 |
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 | $88,332 | $54,390+62.4% | $117,039-24.5% | $69,631+26.9% |
| Participation rate | 94.7% | 58.5%+36.2pp | 77.2%+17.6pp | 70.7%+24.1pp |
| Annual return | 18.61% | 18.33%+0.3pp | 18.95%-0.3pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $3,473 | $1,357+156.0% | $3,785-8.2% | $2,032+70.9% |
| Participant deferral / active EE | $3,744 | $2,076+80.4% | $3,929-4.7% | $3,224+16.1% |
| Admin fee / account holder | $70 | $98-28.3% | $5,974-98.8% | $110-36.5% |