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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $145,123 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $36,131 |
Filed as: BMF BOBER MARKEY FEDOROVICH Service code 10 · EIN 34-1523030 | Accounting | $21,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,259 | $72,303-33.3% | $86,698-44.3% | $64,819-25.5% |
| Participation rate | 46.4% | 80.4%-34.1pp | 76.6%-30.2pp | 71.5%-25.1pp |
| Annual return | -18.40% | 392.77%-411.2pp | 35.95%-54.3pp | 32.84%-51.2pp |
| Employer contribution / active EE | $281 | $2,393-88.3% | $2,837-90.1% | $2,507-88.8% |
| Participant deferral / active EE | $1,149 | $4,660-75.3% | $4,656-75.3% | $4,311-73.3% |
| Admin fee / account holder | $176 | $174+0.9% | $7,493-97.7% | $188-6.5% |