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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOL. INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $44,129 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,282 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $106,402 | $73,102+45.6% | $123,552-13.9% | $56,287+89.0% |
| Participation rate | 92.2% | 74.3%+17.9pp | 82.3%+9.9pp | 69.9%+22.3pp |
| Annual return | 1.46% | 3.01%-1.5pp | 119.20%-117.7pp | -9.96%+11.4pp |
| Employer contribution / active EE | $1,989 | $2,977-33.2% | $4,628-57.0% | $2,111-5.8% |
| Participant deferral / active EE | $6,811 | $5,423+25.6% | $6,426+6.0% | $3,350+103.3% |
| Admin fee / account holder | $8 | $554-98.6% | $9,285-99.9% | $521-98.5% |