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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOL. INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $23,823 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,502 |
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 | $26,395 | $75,388-65.0% | $123,549-78.6% | $55,725-52.6% |
| Participation rate | 76.2% | 75.7%+0.5pp | 82.3%-6.1pp | 70.9%+5.4pp |
| Annual return | -5.17% | 4.48%-9.7pp | 119.20%-124.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,986 | $3,063-35.2% | $4,628-57.1% | $2,078-4.4% |
| Participant deferral / active EE | $2,549 | $5,651-54.9% | $6,426-60.3% | $3,356-24.0% |
| Admin fee / account holder | $21 | $120-82.6% | $9,284-99.8% | $115-81.9% |