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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $13,977 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,372 | $55,182-41.3% | $73,309-55.8% | $55,191-41.3% |
| Participation rate | 61.8% | 73.9%-12.2pp | 74.9%-13.2pp | 69.2%-7.4pp |
| Annual return | 16.54% | 8.55%+8.0pp | 5.67%+10.9pp | 10.78%+5.8pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $8,591 | $4,641+85.1% | $4,991+72.1% | $3,046+182.0% |
| Admin fee / account holder | $123 | $68+80.2% | $5,635-97.8% | $91+36.0% |