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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ RETIREMENT & INVESTMENT SOLUTI Service code 11 · EIN 31-1582098 P.O. BOX 31420 · INDEPENDENCE, OH 44131 | Actuarial | $27,020 |
Filed as: FIDELITY MANAGEMENT TRUST Service code 27 · EIN 04-2723880 P.O. BOX 770001 · CINCINNATI, OH 45277 | Advisory (Plan) | $25,440 |
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $397,815-100.0% | $397,815-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 49.0%-49.0pp | 33.6%-33.6pp | 37.6%-37.6pp |
| Annual return | 4.78% | 9.62%-4.8pp | 9.74%-5.0pp | 9.30%-4.5pp |
| Employer contribution / active EE | $0 | $46,336-100.0% | $39,474-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $130-100.0% | $135-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $10,161-100.0% | $10,161-100.0% | $12,596-100.0% |