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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,443 |
Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $38,263 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $18,984 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,625 | $58,726-20.6% | $92,239-49.5% | $62,293-25.2% |
| Participation rate | 90.5% | 68.3%+22.1pp | 76.5%+14.0pp | 69.5%+21.0pp |
| Annual return | 8635.15% | 43.62%+8591.5pp | 176.29%+8458.9pp | 28.90%+8606.2pp |
| Employer contribution / active EE | $990 | $2,392-58.6% | $3,680-73.1% | $2,042-51.5% |
| Participant deferral / active EE | $4,406 | $2,766+59.3% | $3,897+13.1% | $3,169+39.0% |
| Admin fee / account holder | $441 | $556-20.7% | $5,194-91.5% | $479-7.9% |