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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) | $17,266 |
NATIONWIDE2 years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $8,966 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $2,814 |
Filed as: CREATIVE RETIREMENT SYSTEMS INC. Service code 13 · EIN 31-1299207 25 MERCHANT STREET · CINCINNATI, OH 45246 | Contract Administrator | $540 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,269 | $82,678-29.5% | $125,391-53.5% | $68,490-14.9% |
| Participation rate | 90.6% | 75.1%+15.6pp | 82.4%+8.2pp | 67.9%+22.7pp |
| Annual return | -15.80% | -5.97%-9.8pp | 572.41%-588.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $4,124 | $3,382+21.9% | $4,816-14.4% | $2,597+58.8% |
| Participant deferral / active EE | $7,555 | $6,111+23.6% | $7,448+1.4% | $4,028+87.6% |
| Admin fee / account holder | $118 | $6,277-98.1% | $10,009-98.8% | $5,403-97.8% |