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 | $27,362 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $14,471 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,332 | $146,267-60.8% | $197,124-70.9% | $82,448-30.5% |
| Participation rate | 97.8% | 84.0%+13.8pp | 86.7%+11.1pp | 68.1%+29.8pp |
| Annual return | 15.94% | 29.61%-13.7pp | 44.34%-28.4pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,863 | $4,723-60.6% | $6,227-70.1% | $2,551-27.0% |
| Participant deferral / active EE | $4,636 | $7,035-34.1% | $9,135-49.2% | $4,139+12.0% |
| Admin fee / account holder | $387 | $14,422-97.3% | $16,298-97.6% | $7,234-94.6% |