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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $10,967 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $33,241 | $65,092-48.9% | $143,799-76.9% | $66,938-50.3% |
| Participation rate | 43.3% | 65.2%-21.9pp | 80.3%-37.0pp | 69.8%-26.5pp |
| Annual return | -15.75% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $512 | $2,362-78.3% | $4,952-89.7% | $2,545-79.9% |
| Participant deferral / active EE | $1,555 | $2,920-46.8% | $5,638-72.4% | $4,238-63.3% |
| Admin fee / account holder | $29 | $502-94.2% | $14,677-99.8% | $594-95.1% |