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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 13 1776 PLEASANT PLAIN RD. · FAIRFIELD, IA 52556 | Contract Administrator | $25,514 |
KLM PLAN SERVICES, INC.1 year Service code 13 66 CEDAR ST. · NEWINGTON, CT 06111 | Contract Administrator | $5,187 |
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 | $54,742 | $74,024-26.0% | $78,002-29.8% | $57,658-5.1% |
| Participation rate | 67.8% | 79.7%-12.0pp | 75.5%-7.8pp | 70.2%-2.5pp |
| Annual return | 8.01% | 12.14%-4.1pp | 425.99%-418.0pp | 5.13%+2.9pp |
| Employer contribution / active EE | $328 | $2,365-86.1% | $2,470-86.7% | $1,974-83.4% |
| Participant deferral / active EE | $1,825 | $3,533-48.4% | $3,497-47.8% | $3,061-40.4% |
| Admin fee / account holder | $115 | $93+23.8% | $5,481-97.9% | $95+22.0% |