Filed December 20, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $27,651 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $13,430 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,338 | $138,393-61.5% | $184,256-71.1% | $80,959-34.1% |
| Participation rate | 96.7% | 83.9%+12.8pp | 86.8%+9.8pp | 67.7%+29.0pp |
| Annual return | 10.46% | 20.01%-9.6pp | 28.85%-18.4pp | 35.67%-25.2pp |
| Employer contribution / active EE | $1,922 | $4,847-60.4% | $6,427-70.1% | $2,757-30.3% |
| Participant deferral / active EE | $4,825 | $7,076-31.8% | $9,133-47.2% | $4,300+12.2% |
| Admin fee / account holder | $399 | $10,489-96.2% | $13,899-97.1% | $6,925-94.2% |