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) | $17,500 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,945 |
Filed as: VESTAL & WILER Service code 10 201 EAST PINE STREET · ORLANDO, FL 32801 | Accounting | $12,000 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP SECURITIES Service code 49 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Other Services | $9,800 |
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 PO BOX 643792 · CINCINNATI, OH 45264 | Advisory (Plan) | $8,750 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,035 | $42,419+95.7% | $104,299-20.4% | $77,906+6.6% |
| Participation rate | 96.4% | 51.6%+44.9pp | 73.3%+23.2pp | 73.7%+22.7pp |
| Annual return | -16.64% | -11.16%-5.5pp | 24.62%-41.3pp | 12.16%-28.8pp |
| Employer contribution / active EE | $3,376 | $1,105+205.4% | $3,373+0.1% | $2,846+18.6% |
| Participant deferral / active EE | $3,829 | $1,992+92.3% | $4,626-17.2% | $4,805-20.3% |
| Admin fee / account holder | $46 | $117-61.1% | $7,339-99.4% | $133-65.5% |