Filed March 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,583 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $24,440 |
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 | $38,807 | $50,637-23.4% | $86,582-55.2% | $62,293-37.7% |
| Participation rate | 93.1% | 67.9%+25.2pp | 73.5%+19.6pp | 69.5%+23.6pp |
| Annual return | 58.15% | 20.80%+37.3pp | 965.08%-906.9pp | 28.90%+29.3pp |
| Employer contribution / active EE | $1,593 | $2,075-23.2% | $2,839-43.9% | $2,042-22.0% |
| Participant deferral / active EE | $2,833 | $2,611+8.5% | $3,609-21.5% | $3,169-10.6% |
| Admin fee / account holder | $141 | $413-65.8% | $4,904-97.1% | $479-70.5% |