Filed June 1, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 PO BOX 643792 · CINCINNATI, OH 45264 | Advisory (Plan) | $26,250 |
RAMSEY SOLUTIONS1 year Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $11,796 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,510 |
Filed as: VESTAL & WILER Service code 10 201 EAST PINE STREET · ORLANDO, FL 32801 | Accounting | $11,150 |
Filed as: DEAN, MEAD, EGERTON, BLOODWORTH, Service code 29 800 NORTH MAGNOLIA AVENUE · ORLANDO, FL 32803 | Legal | $10,606 |
NEWPORT GROUP, INC.3 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 | $99,657 | $41,774+138.6% | $118,914-16.2% | $90,274+10.4% |
| Participation rate | 90.2% | 55.0%+35.2pp | 75.4%+14.8pp | 73.4%+16.9pp |
| Annual return | 15.47% | 16.64%-1.2pp | 35.89%-20.4pp | 53.97%-38.5pp |
| Employer contribution / active EE | $3,112 | $986+215.7% | $3,264-4.7% | $2,523+23.3% |
| Participant deferral / active EE | $3,531 | $1,683+109.8% | $4,266-17.2% | $4,231-16.5% |
| Admin fee / account holder | $64 | $85-24.0% | $6,582-99.0% | $114-43.6% |