Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $15,040 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,395 | $55,470-39.8% | $155,556-78.5% | $74,478-55.2% |
| Participation rate | 70.4% | 61.9%+8.5pp | 78.2%-7.8pp | 67.2%+3.2pp |
| Annual return | 20.48% | 269.80%-249.3pp | 64.84%-44.4pp | 1370.56%-1350.1pp |
| Employer contribution / active EE | $1,366 | $2,267-39.7% | $4,675-70.8% | $2,626-48.0% |
| Participant deferral / active EE | $3,937 | $2,838+38.7% | $5,631-30.1% | $4,350-9.5% |
| Admin fee / account holder | $250 | $1,744-85.7% | $15,885-98.4% | $1,946-87.1% |