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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $99,049 |
AXA EQUITABLE LIFE INSURANCE CO9+ years Filed as: AXA ADVISORS LLC Service code 28 · EIN 13-4071393 40 MONUMENT ROAD · BALA CYNWYD, PA 19004 | Investment Management | $96,443 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET RETIREE SERVICES Service code 62 · EIN 04-1867445 ACCOUNTING OPERATION CC/A · BOSTON, MA 022065607 | Float revenue; Other fees | $18,489 |
GELTRUDE & CO.9+ years Filed as: GELTRUDE & COMPANY Service code 10 · EIN 22-3363665 517 FRANKLIN AVENUE · NUTLEY, NJ 07110 | Accounting | $15,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $131,914-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 53.8%-53.8pp | 2.4%-2.4pp |
| Annual return | 10.92% | 22.81%-11.9pp | 9.67%+1.3pp | 22.81%-11.9pp |
| Employer contribution / active EE | $0 | $18,290-100.0% | $33,327-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $603-100.0% | $54-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $497-100.0% | $85,222-100.0% |