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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,381 |
Filed as: CBIZ FINANCIAL SOL. INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $19,475 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $7,700 |
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 | $36,435 | $100,801-63.9% | $149,715-75.7% | $73,412-50.4% |
| Participation rate | 85.7% | 77.7%+8.0pp | 82.5%+3.2pp | 72.2%+13.5pp |
| Annual return | 21.73% | 265.34%-243.6pp | 276.66%-254.9pp | 59.30%-37.6pp |
| Employer contribution / active EE | $2,335 | $3,312-29.5% | $4,645-49.7% | $2,234+4.5% |
| Participant deferral / active EE | $3,114 | $6,404-51.4% | $6,842-54.5% | $3,806-18.2% |
| Admin fee / account holder | $38 | $181-79.0% | $9,310-99.6% | $158-75.9% |