Filed March 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $18,458 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,345 |
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 | $33,061 | $43,423-23.9% | $78,676-58.0% | $55,167-40.1% |
| Participation rate | 66.8% | 68.0%-1.2pp | 73.6%-6.7pp | 69.0%-2.2pp |
| Annual return | 6.60% | 11.53%-4.9pp | 62.19%-55.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,245 | $1,997-37.6% | $2,850-56.3% | $1,963-36.5% |
| Participant deferral / active EE | $2,202 | $2,509-12.2% | $3,517-37.4% | $3,054-27.9% |
| Admin fee / account holder | $127 | $416-69.4% | $4,510-97.2% | $504-74.7% |