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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOL. INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $7,304 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,743 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,701 | $58,888-29.2% | $178,499-76.6% | $73,493-43.3% |
| Participation rate | 44.7% | 66.2%-21.6pp | 81.9%-37.3pp | 70.7%-26.0pp |
| Annual return | 13.76% | 24.86%-11.1pp | 151.10%-137.3pp | 28.51%-14.8pp |
| Employer contribution / active EE | $586 | $2,236-73.8% | $5,011-88.3% | $2,270-74.2% |
| Participant deferral / active EE | $1,925 | $2,568-25.0% | $5,202-63.0% | $3,740-48.5% |
| Admin fee / account holder | $27 | $400-93.3% | $13,986-99.8% | $513-94.8% |