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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOL. INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $8,590 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,664 |
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 | $24,648 | $37,196-33.7% | $154,108-84.0% | $55,725-55.8% |
| Participation rate | 44.9% | 64.1%-19.2pp | 83.0%-38.2pp | 70.9%-26.0pp |
| Annual return | -3.30% | 1319.68%-1323.0pp | 735.21%-738.5pp | 244.93%-248.2pp |
| Employer contribution / active EE | $398 | $1,614-75.4% | $5,298-92.5% | $2,078-80.9% |
| Participant deferral / active EE | $1,128 | $2,068-45.5% | $5,081-77.8% | $3,356-66.4% |
| Admin fee / account holder | $32 | $102-68.8% | $13,411-99.8% | $115-72.5% |