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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ CPAS PC Service code 10 · EIN 43-1947695 | Accounting | $80,695 |
FARMER & BETTS4 years Filed as: FARMER & BETTS, INC Service code 13 · EIN 94-3322438 | Contract Administrator | $67,382 |
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $30,620 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $11,484 |
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $7,886 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.