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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH6+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $33,622 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,577 | $70,908+3.8% | $98,907-25.6% | $73,488+0.1% |
| Participation rate | 75.5% | 73.8%+1.8pp | 76.0%-0.5pp | 70.7%+4.9pp |
| Annual return | 14.27% | 34.17%-19.9pp | 196.43%-182.2pp | 28.51%-14.2pp |
| Employer contribution / active EE | $357 | $2,036-82.5% | $2,689-86.7% | $2,270-84.3% |
| Participant deferral / active EE | $2,355 | $3,500-32.7% | $4,244-44.5% | $3,740-37.0% |
| Admin fee / account holder | $143 | $535-73.3% | $6,642-97.8% | $513-72.1% |