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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,460 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $39,764 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,258 | $56,540-5.8% | $185,849-71.3% | $86,821-38.7% |
| Participation rate | 88.9% | 65.5%+23.4pp | 81.7%+7.2pp | 72.3%+16.6pp |
| Annual return | 13.47% | 118.20%-104.7pp | 122.10%-108.6pp | 97.94%-84.5pp |
| Employer contribution / active EE | $2,816 | $1,844+52.7% | $5,169-45.5% | $2,406+17.1% |
| Participant deferral / active EE | $2,342 | $2,555-8.3% | $5,569-57.9% | $4,132-43.3% |
| Admin fee / account holder | $84 | $150-43.5% | $16,244-99.5% | $170-50.2% |