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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ, INC. Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $244,210 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA ADVISORS LLC Service code 28 · EIN 13-4071393 40 MONUMENT ROAD · BALA CYNWYD, PA 19004 | Investment Management | $149,164 |
GELTRUDE & CO.5+ years Filed as: GELTRUDE & COMPANY Service code 10 · EIN 22-3363665 517 FRANKLIN AVENUE · NUTLEY, NJ 07110 | Accounting | $14,250 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET RETIREE SERVICES Service code 62 · EIN 04-1867445 ACCOUNTING OPERATIONS CC/A · BOSTON, MA 022065607 | Other fees; Float revenue | $12,392 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $445,290-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 31.8%-31.8pp | 2.8%-2.8pp |
| Annual return | 10.75% | 16.32%-5.6pp | 11.97%-1.2pp | 16.32%-5.6pp |
| Employer contribution / active EE | $11,765 | $17,007-30.8% | $37,298-68.5% | $17,007-30.8% |
| Participant deferral / active EE | $0 | $406-100.0% | $23-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,503-100.0% | $127-100.0% |