Filed June 1, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SVCS INC Service code 27 PO BOX 645547 · CINCINNATI, OH 45264 | Advisory (Plan) | $43,750 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,857 |
Filed as: VESTAL & WILER Service code 10 201 EAST PINE STREET · ORLANDO, FL 32801 | Accounting | $12,500 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP SECURITIES Service code 16 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Consulting | $9,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,554 | $47,278+116.9% | $124,694-17.8% | $93,010+10.3% |
| Participation rate | 93.3% | 51.1%+42.3pp | 74.6%+18.7pp | 73.9%+19.4pp |
| Annual return | 14.08% | 15.27%-1.2pp | 5144.82%-5130.7pp | 158.70%-144.6pp |
| Employer contribution / active EE | $3,246 | $937+246.3% | $3,325-2.4% | $2,705+20.0% |
| Participant deferral / active EE | $3,618 | $1,786+102.6% | $4,615-21.6% | $4,561-20.7% |
| Admin fee / account holder | $61 | $108-43.5% | $7,495-99.2% | $152-59.6% |