Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,401 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $14,604 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $9,160 |
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.
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 | $57,833 | $76,112-24.0% | $96,544-40.1% | $71,529-19.1% |
| Participation rate | 63.3% | 74.4%-11.1pp | 76.0%-12.7pp | 67.9%-4.6pp |
| Annual return | 12.88% | 22.80%-9.9pp | 25.88%-13.0pp | 28.97%-16.1pp |
| Employer contribution / active EE | $760 | $2,248-66.2% | $2,966-74.4% | $2,590-70.7% |
| Participant deferral / active EE | $2,455 | $4,217-41.8% | $4,851-49.4% | $4,291-42.8% |
| Admin fee / account holder | $208 | $2,708-92.3% | $8,254-97.5% | $1,588-86.9% |