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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 99 · EIN 42-1445429 | Other Fees | $17,690 |
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 | $64,624 | $46,464+39.1% | $150,298-57.0% | $79,634-18.8% |
| Participation rate | 34.7% | 57.0%-22.2pp | 77.8%-43.0pp | 62.5%-27.8pp |
| Annual return | 15.07% | 27.89%-12.8pp | 62.79%-47.7pp | 36.46%-21.4pp |
| Employer contribution / active EE | $740 | $1,512-51.0% | $4,154-82.2% | $2,529-70.7% |
| Participant deferral / active EE | $1,942 | $2,157-10.0% | $5,453-64.4% | $3,835-49.4% |
| Admin fee / account holder | $20 | $891-97.8% | $14,116-99.9% | $1,002-98.0% |