Filed May 19, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $48,660 |
Filed as: DUNCAN FINANCIAL GROUP, LLC DBA Service code 13 DUNCAN ACCOUNTING AND TAX SERVICES · IRWIN, PA 15642 | Contract Administrator | $11,133 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,271 | $130,194-6.9% | $169,993-28.7% | $71,457+69.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 44.17% | 20.37%+23.8pp | 53.37%-9.2pp | 28.85%+15.3pp |
| Employer contribution / active EE | $3,026 | $4,381-30.9% | $6,785-55.4% | $2,588+16.9% |
| Participant deferral / active EE | $7,659 | $6,923+10.6% | $10,408-26.4% | $4,289+78.6% |
| Admin fee / account holder | $271 | $966-71.9% | $12,815-97.9% | $1,587-82.9% |