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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 49 · EIN 52-1396995 | Other Services | $7,447 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,190 | $36,916-34.5% | $156,551-84.5% | $57,658-58.0% |
| Participation rate | 50.0% | 63.4%-13.4pp | 84.0%-34.0pp | 70.2%-20.2pp |
| Annual return | 6.05% | 12.38%-6.3pp | 32.23%-26.2pp | 5.13%+0.9pp |
| Employer contribution / active EE | $389 | $1,571-75.2% | $5,501-92.9% | $1,974-80.3% |
| Participant deferral / active EE | $1,229 | $1,926-36.2% | $4,871-74.8% | $3,061-59.9% |
| Admin fee / account holder | $28 | $82-65.7% | $13,028-99.8% | $95-70.1% |