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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,591 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $7,736 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,975 | $105,198-72.5% | $159,455-81.8% | $85,856-66.3% |
| Participation rate | 60.4% | 75.8%-15.4pp | 82.8%-22.5pp | 69.3%-8.9pp |
| Annual return | 10.41% | 45.08%-34.7pp | 263.63%-253.2pp | 318.58%-308.2pp |
| Employer contribution / active EE | $3,644 | $3,319+9.8% | $4,830-24.6% | $2,565+42.1% |
| Participant deferral / active EE | $1,935 | $5,946-67.5% | $7,353-73.7% | $3,952-51.0% |
| Admin fee / account holder | $502 | $6,934-92.8% | $10,800-95.4% | $6,261-92.0% |