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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $26,241 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,219 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,052 | $46,173+4.1% | $170,435-71.8% | $69,631-31.0% |
| Participation rate | 96.5% | 63.9%+32.6pp | 83.6%+12.9pp | 70.7%+25.8pp |
| Annual return | 14.69% | 21.62%-6.9pp | 205.94%-191.2pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $2,533 | $1,610+57.4% | $5,432-53.4% | $2,032+24.7% |
| Participant deferral / active EE | $2,405 | $2,080+15.6% | $4,939-51.3% | $3,224-25.4% |
| Admin fee / account holder | $67 | $116-41.8% | $13,881-99.5% | $110-38.9% |