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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CIRA (CAMBRIDGE INVESTMENT RESEARCH Service code 99 | Other Fees | $7,631 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,450 |
Filed as: CIRA CAMBRIDGE INVESTMENT RESEARCH Service code 99 · EIN 42-1445429 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $41,041 | $49,138-16.5% | $84,015-51.2% | $65,185-37.0% |
| Participation rate | 43.7% | 60.7%-17.1pp | 69.0%-25.3pp | 70.2%-26.5pp |
| Annual return | 23.26% | 23.00%+0.3pp | 71.31%-48.0pp | 29.38%-6.1pp |
| Employer contribution / active EE | $607 | $914-33.5% | $1,983-69.4% | $2,177-72.1% |
| Participant deferral / active EE | $1,094 | $2,397-54.3% | $3,239-66.2% | $3,514-68.9% |
| Admin fee / account holder | $28 | $543-94.8% | $6,101-99.5% | $847-96.6% |