Filed December 29, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $62,489 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $23,156 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,640 | $63,768+64.1% | $98,483+6.3% | $79,391+31.8% |
| Participation rate | 98.5% | 69.9%+28.7pp | 73.3%+25.2pp | 70.7%+27.8pp |
| Annual return | 11.65% | 626.18%-614.5pp | 1494.38%-1482.7pp | 116.88%-105.2pp |
| Employer contribution / active EE | $1,609 | $2,558-37.1% | $2,961-45.7% | $2,428-33.7% |
| Participant deferral / active EE | $3,612 | $3,305+9.3% | $4,276-15.5% | $4,046-10.7% |
| Admin fee / account holder | $564 | $516+9.4% | $5,953-90.5% | $627-9.9% |