Filed May 19, 2016 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $64,079 |
Filed as: DUNCAN FINANCIAL GROUP, LLC DBA Service code 13 · EIN 61-1959547 DUNCAN ACCOUNTING AND TAX SERVICES · IRWIN, PA 15642 | Contract Administrator | $11,049 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,473 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,638 | $122,042-0.3% | $184,243-34.0% | $74,429+63.4% |
| Participation rate | 98.0% | 85.5%+12.5pp | 86.8%+11.2pp | 67.2%+30.8pp |
| Annual return | 20.20% | 19.91%+0.3pp | 28.82%-8.6pp | 1368.38%-1348.2pp |
| Employer contribution / active EE | $5,893 | $4,538+29.9% | $6,427-8.3% | $2,625+124.5% |
| Participant deferral / active EE | $12,581 | $7,143+76.1% | $9,132+37.8% | $4,348+189.3% |
| Admin fee / account holder | $341 | $1,252-72.8% | $13,914-97.6% | $1,944-82.5% |