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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 15 · EIN 39-1897480 | Recordkeeping | $24,094 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,515 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,455 | $101,672-60.2% | $147,117-72.5% | $74,478-45.7% |
| Participation rate | 91.3% | 75.5%+15.7pp | 82.2%+9.1pp | 67.2%+24.0pp |
| Annual return | 22.90% | 8757.83%-8734.9pp | 420.54%-397.6pp | 1370.56%-1347.7pp |
| Employer contribution / active EE | $3,341 | $3,813-12.4% | $4,932-32.3% | $2,626+27.2% |
| Participant deferral / active EE | $8,245 | $7,305+12.9% | $8,065+2.2% | $4,350+89.5% |
| Admin fee / account holder | $186 | $1,753-89.4% | $12,993-98.6% | $1,946-90.4% |