Filed June 1, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 PO BOX 643792 · CINCINNATI, OH 45264 | Advisory (Plan) | $35,000 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,667 |
THE LAMPO GROUP, INC.2 years 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.2 years Filed as: NEWPORT GROUP SECURITIES Service code 16 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Consulting | $9,800 |
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 | $106,915 | $124,414-14.1% | $115,167-7.2% | $67,582+58.2% |
| Participation rate | 95.5% | 58.1%+37.5pp | 75.9%+19.6pp | 71.3%+24.3pp |
| Annual return | 22.65% | 29.40%-6.8pp | 35.60%-13.0pp | 378.57%-355.9pp |
| Employer contribution / active EE | $3,838 | $1,454+163.9% | $3,179+20.7% | $2,148+78.7% |
| Participant deferral / active EE | $4,215 | $2,331+80.8% | $4,169+1.1% | $3,539+19.1% |
| Admin fee / account holder | $78 | $361-78.4% | $7,089-98.9% | $142-45.0% |