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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ, RETIREMENT PLAN SERVICES Service code 11 · EIN 31-1582098 6050 OAK TREE BLVD · CLEVELAND, OH 44131 | Actuarial | $35,650 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $31,474 |
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 | $46,757-100.0% | $256,121-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 11.3%-11.3pp |
| Annual return | 9.83% | 10.65%-0.8pp | 9.60%+0.2pp | 10.41%-0.6pp |
| Employer contribution / active EE | $0 | $22,524-100.0% | $45,595-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $398-100.0% | $255-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $9,523-100.0% | $2,646-100.0% |