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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) | $38,567 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $8,436 |
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 | $71,542 | $93,598-23.6% | $135,974-47.4% | $75,173-4.8% |
| Participation rate | 91.8% | 75.2%+16.6pp | 81.9%+9.8pp | 67.2%+24.5pp |
| Annual return | 20.27% | 30.89%-10.6pp | 68.30%-48.0pp | 160.72%-140.5pp |
| Employer contribution / active EE | $4,438 | $3,538+25.4% | $4,859-8.7% | $2,671+66.1% |
| Participant deferral / active EE | $8,270 | $6,405+29.1% | $7,760+6.6% | $4,126+100.4% |
| Admin fee / account holder | $229 | $6,978-96.7% | $10,767-97.9% | $5,651-95.9% |