Filed January 13, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC Service code 99 · EIN 42-1445429 | Other Fees | $16,873 |
Service code 49 | Other Services | $3,264 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $34,241 | $55,437-38.2% | $155,534-78.0% | $74,459-54.0% |
| Participation rate | 85.8% | 61.9%+23.9pp | 78.2%+7.6pp | 67.2%+18.6pp |
| Annual return | 10.21% | 269.58%-259.4pp | 64.92%-54.7pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $3,418 | $2,266+50.8% | $4,675-26.9% | $2,626+30.2% |
| Participant deferral / active EE | $2,316 | $2,837-18.4% | $5,630-58.9% | $4,350-46.7% |
| Admin fee / account holder | $296 | $1,742-83.0% | $15,900-98.1% | $1,945-84.8% |