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| Provider | Service type | Compensation |
|---|---|---|
TBS AGENCY INC2 years Service code 49 · EIN 52-1473914 | Other Services | $31,806 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $28,014 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,051 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,644 | $69,383+71.0% | $101,271+17.2% | $73,493+61.4% |
| Participation rate | 83.0% | 68.4%+14.6pp | 75.8%+7.2pp | 70.7%+12.3pp |
| Annual return | 18.00% | 18.46%-0.5pp | 46.48%-28.5pp | 28.51%-10.5pp |
| Employer contribution / active EE | $4,846 | $2,628+84.4% | $3,660+32.4% | $2,270+113.5% |
| Participant deferral / active EE | $11,066 | $3,301+235.2% | $4,371+153.2% | $3,740+195.9% |
| Admin fee / account holder | $17 | $704-97.6% | $5,948-99.7% | $513-96.7% |