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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADV. Service code 27 · EIN 20-1665305 1776 PLEASANT PLAN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $22,249 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $11,033 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,730 | $101,499-18.5% | $147,005-43.7% | $74,546+11.0% |
| Participation rate | 87.1% | 75.5%+11.6pp | 82.2%+5.0pp | 67.2%+19.9pp |
| Annual return | 13.63% | 8732.34%-8718.7pp | 418.76%-405.1pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $3,792 | $3,811-0.5% | $4,934-23.1% | $2,624+44.5% |
| Participant deferral / active EE | $7,948 | $7,304+8.8% | $8,070-1.5% | $4,347+82.8% |
| Admin fee / account holder | $286 | $1,748-83.6% | $13,006-97.8% | $1,944-85.3% |