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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 STONEWOOD COMMONS I · WEXFORD, PA 15090 | Other Services | $16,818 |
Service code 99 | Other Fees | $11,206 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 99 · EIN 42-1445429 | Other Fees | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $20,872 | $55,470-62.4% | $155,556-86.6% | $74,478-72.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.27% | 269.80%-257.5pp | 64.84%-52.6pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $833 | $2,267-63.2% | $4,675-82.2% | $2,626-68.3% |
| Participant deferral / active EE | $2,339 | $2,838-17.6% | $5,631-58.5% | $4,350-46.2% |
| Admin fee / account holder | $140 | $1,744-92.0% | $15,885-99.1% | $1,946-92.8% |