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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $10,128 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,579 | $61,338-40.4% | $149,717-75.6% | $71,495-48.8% |
| Participation rate | 50.6% | 62.5%-11.9pp | 78.8%-28.1pp | 67.9%-17.3pp |
| Annual return | 15.45% | 35.86%-20.4pp | 134.41%-119.0pp | 28.85%-13.4pp |
| Employer contribution / active EE | $633 | $2,381-73.4% | $4,820-86.9% | $2,589-75.6% |
| Participant deferral / active EE | $2,000 | $2,919-31.5% | $5,682-64.8% | $4,291-53.4% |
| Admin fee / account holder | $34 | $1,263-97.3% | $13,213-99.7% | $1,588-97.9% |