Filed October 3, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 49 | Other Services | $12,302 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,382 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 13 | Contract Administrator | $2,351 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $2,100 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $675 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANICAL SOLUTIONS Service code 49 · EIN 52-1396995 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,995 | $42,582-34.3% | $171,082-83.6% | $57,658-51.4% |
| Participation rate | 41.6% | 63.9%-22.3pp | 76.7%-35.0pp | 70.2%-28.6pp |
| Annual return | 9.34% | 308.67%-299.3pp | 32.56%-23.2pp | 5.13%+4.2pp |
| Employer contribution / active EE | $928 | $1,306-28.9% | $4,002-76.8% | $1,974-53.0% |
| Participant deferral / active EE | $2,308 | $2,933-21.3% | $4,797-51.9% | $3,061-24.6% |
| Admin fee / account holder | $17 | $82-79.0% | $8,520-99.8% | $95-81.7% |