Filed June 1, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 16 PO BOX 643792 · CINCINNATI, OH 45264 | Consulting | $35,000 |
THE LAMPO GROUP, INC.1 year Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $12,000 |
Filed as: VESTAL & WILER Service code 10 201 EAST PINE STREET · ORLANDO, FL 32801 | Accounting | $10,150 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP SECURITIES Service code 14 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Plan Administrator | $9,800 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,112 |
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 | $80,590 | $107,440-25.0% | $105,736-23.8% | $55,725+44.6% |
| Participation rate | 96.3% | 55.5%+40.8pp | 76.3%+20.0pp | 70.9%+25.5pp |
| Annual return | -4.70% | -0.59%-4.1pp | 6.27%-11.0pp | 244.93%-249.6pp |
| Employer contribution / active EE | $3,392 | $1,448+134.2% | $3,268+3.8% | $2,078+63.2% |
| Participant deferral / active EE | $3,777 | $2,171+74.0% | $4,080-7.4% | $3,356+12.6% |
| Admin fee / account holder | $66 | $283-76.6% | $6,913-99.0% | $115-42.4% |