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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,720 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $17,815 |
Filed as: CBIZ FINANCIAL SOL. INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $12,332 |
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 | $30,324 | $52,293-42.0% | $178,499-83.0% | $73,412-58.7% |
| Participation rate | 98.9% | 65.3%+33.6pp | 81.9%+17.0pp | 72.2%+26.8pp |
| Annual return | 14.61% | 34.75%-20.1pp | 151.10%-136.5pp | 59.30%-44.7pp |
| Employer contribution / active EE | $1,530 | $1,735-11.8% | $5,011-69.5% | $2,234-31.5% |
| Participant deferral / active EE | $3,254 | $2,332+39.5% | $5,202-37.4% | $3,806-14.5% |
| Admin fee / account holder | $92 | $127-27.6% | $13,986-99.3% | $158-41.6% |