Filed October 3, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,144 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 13 | Contract Administrator | $24,961 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $23,850 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $4,432 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,336 | $60,607-45.0% | $189,558-82.4% | $86,813-61.6% |
| Participation rate | 95.6% | 68.9%+26.7pp | 78.5%+17.1pp | 72.3%+23.3pp |
| Annual return | 19.19% | 65.18%-46.0pp | 64.19%-45.0pp | 97.93%-78.7pp |
| Employer contribution / active EE | $1,549 | $1,626-4.7% | $4,412-64.9% | $2,406-35.6% |
| Participant deferral / active EE | $3,623 | $3,895-7.0% | $6,174-41.3% | $4,131-12.3% |
| Admin fee / account holder | $176 | $159+11.0% | $9,809-98.2% | $170+4.0% |