Filed October 3, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 | Advisory (Plan) | $23,118 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $3,975 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,744 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 13 | Contract Administrator | $2,848 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,174 | $46,966-31.5% | $185,117-82.6% | $69,631-53.8% |
| Participation rate | 43.6% | 65.3%-21.7pp | 77.3%-33.7pp | 70.7%-27.1pp |
| Annual return | 20.26% | 22.36%-2.1pp | 40.50%-20.2pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $915 | $1,360-32.7% | $4,182-78.1% | $2,032-55.0% |
| Participant deferral / active EE | $2,353 | $3,017-22.0% | $5,045-53.4% | $3,224-27.0% |
| Admin fee / account holder | $26 | $94-72.3% | $8,159-99.7% | $110-76.5% |