Filed April 9, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $23,011 |
BLUESTAR RETIREMENT SERVICES1+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $13,575 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $5,388 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,747 | $70,002-13.2% | $115,038-47.2% | $52,331+16.1% |
| Participation rate | 88.8% | 72.1%+16.7pp | 81.4%+7.4pp | 68.1%+20.7pp |
| Annual return | -1.11% | 4.04%-5.1pp | 26.14%-27.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $3,698 | $2,715+36.2% | $4,608-19.7% | $1,882+96.5% |
| Participant deferral / active EE | $7,174 | $4,920+45.8% | $6,026+19.0% | $3,022+137.4% |
| Admin fee / account holder | $302 | $566-46.7% | $8,175-96.3% | $592-49.0% |