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 |
|---|---|---|
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 | $101,591-18.6% | $147,096-43.8% | $74,429+11.2% |
| Participation rate | 87.1% | 75.5%+11.6pp | 82.2%+4.9pp | 67.2%+19.9pp |
| Annual return | 13.63% | 8746.45%-8732.8pp | 419.75%-406.1pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $3,792 | $3,813-0.5% | $4,936-23.2% | $2,625+44.5% |
| Participant deferral / active EE | $7,948 | $7,302+8.8% | $8,071-1.5% | $4,348+82.8% |
| Admin fee / account holder | $286 | $1,750-83.7% | $13,005-97.8% | $1,944-85.3% |