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) | $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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,638 | $122,239-0.5% | $184,203-34.0% | $74,495+63.3% |
| Participation rate | 98.0% | 85.5%+12.5pp | 86.8%+11.2pp | 67.2%+30.8pp |
| Annual return | 20.20% | 19.95%+0.3pp | 28.81%-8.6pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $5,893 | $4,537+29.9% | $6,427-8.3% | $2,623+124.7% |
| Participant deferral / active EE | $12,581 | $7,139+76.2% | $9,131+37.8% | $4,346+189.5% |
| Admin fee / account holder | $341 | $1,260-73.0% | $13,901-97.6% | $1,942-82.5% |