Filed March 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $21,837 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,114 | $41,854-23.3% | $73,836-56.5% | $52,331-38.6% |
| Participation rate | 62.4% | 66.2%-3.9pp | 73.4%-11.1pp | 68.1%-5.7pp |
| Annual return | -0.65% | 2.11%-2.8pp | 2268.06%-2268.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,138 | $1,920-40.7% | $2,787-59.2% | $1,882-39.5% |
| Participant deferral / active EE | $2,002 | $2,498-19.8% | $3,583-44.1% | $3,022-33.7% |
| Admin fee / account holder | $174 | $493-64.6% | $4,882-96.4% | $592-70.5% |