Filed December 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52266 | Advisory (Plan) | $31,081 |
RJ20, INC.4 years Service code 49 3800 PARAMOUNT PARKWAY · MORRISVILLE, NC 27560 | Other Services | $4,144 |
Service code 15 · EIN 16-1503696 | Recordkeeping | -$9,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,395 | $93,182-5.1% | $146,647-39.7% | $79,389+11.3% |
| Participation rate | 67.8% | 76.4%-8.6pp | 80.1%-12.3pp | 70.7%-2.9pp |
| Annual return | 14.90% | 21.61%-6.7pp | 22.75%-7.8pp | 116.89%-102.0pp |
| Employer contribution / active EE | $1,859 | $2,420-23.2% | $4,137-55.1% | $2,428-23.4% |
| Participant deferral / active EE | $3,287 | $4,169-21.1% | $5,506-40.3% | $4,046-18.7% |
| Admin fee / account holder | $199 | $585-66.0% | $10,281-98.1% | $626-68.2% |