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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 49 · EIN 52-1396995 | Other Services | $8,534 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,149 | $37,117-40.3% | $147,617-85.0% | $55,191-59.9% |
| Participation rate | 51.2% | 63.6%-12.4pp | 84.6%-33.4pp | 69.2%-18.0pp |
| Annual return | 0.75% | 3.44%-2.7pp | 61.98%-61.2pp | 10.78%-10.0pp |
| Employer contribution / active EE | $423 | $1,620-73.9% | $5,564-92.4% | $1,899-77.7% |
| Participant deferral / active EE | $1,259 | $1,985-36.6% | $4,895-74.3% | $3,046-58.7% |
| Admin fee / account holder | $31 | $86-64.0% | $11,612-99.7% | $91-66.0% |