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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $11,730 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,647 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,543 | $55,636-43.3% | $81,988-61.5% | $73,493-57.1% |
| Participation rate | 49.6% | 62.3%-12.7pp | 69.3%-19.6pp | 70.7%-21.1pp |
| Annual return | 17.70% | 19.07%-1.4pp | 41.31%-23.6pp | 28.51%-10.8pp |
| Employer contribution / active EE | -$75 | $1,625-104.6% | $2,498-103.0% | $2,270-103.3% |
| Participant deferral / active EE | $1,712 | $2,762-38.0% | $3,722-54.0% | $3,740-54.2% |
| Admin fee / account holder | $258 | $493-47.7% | $5,665-95.5% | $513-49.8% |