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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,202 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $11,668 |
TULL FORSBERG & OLSON1 year Service code 10 · EIN 86-0130568 | Accounting | $8,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,744 | $46,219-83.2% | $89,414-91.3% | $90,274-91.4% |
| Participation rate | 4.8% | 44.9%-40.1pp | 68.0%-63.2pp | 73.4%-68.6pp |
| Annual return | -54.43% | 25.71%-80.1pp | 245.50%-299.9pp | 53.97%-108.4pp |
| Employer contribution / active EE | $84 | $953-91.2% | $2,586-96.8% | $2,523-96.7% |
| Participant deferral / active EE | $432 | $2,136-79.8% | $3,890-88.9% | $4,231-89.8% |
| Admin fee / account holder | $151 | $147+2.5% | $4,883-96.9% | $114+32.0% |