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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,411 |
Filed as: CAMBRIDGE INVESTMENT ADVISOR Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $18,220 |
Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,923 | $65,376-14.5% | $87,104-35.8% | $65,185-14.2% |
| Participation rate | 96.9% | 75.3%+21.6pp | 76.9%+20.1pp | 70.2%+26.7pp |
| Annual return | 5.50% | 31.27%-25.8pp | 28.19%-22.7pp | 29.38%-23.9pp |
| Employer contribution / active EE | $1,727 | $1,822-5.2% | $2,521-31.5% | $2,177-20.7% |
| Participant deferral / active EE | $2,483 | $3,388-26.7% | $4,048-38.7% | $3,514-29.3% |
| Admin fee / account holder | $157 | $520-69.8% | $7,491-97.9% | $847-81.4% |