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| 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 | $55,472-39.8% | $155,567-78.5% | $74,546-55.2% |
| Participation rate | 70.4% | 61.9%+8.5pp | 78.2%-7.8pp | 67.2%+3.2pp |
| Annual return | 20.48% | 268.72%-248.2pp | 64.74%-44.3pp | 1366.03%-1345.6pp |
| Employer contribution / active EE | $1,366 | $2,269-39.8% | $4,674-70.8% | $2,624-47.9% |
| Participant deferral / active EE | $3,937 | $2,838+38.7% | $5,628-30.0% | $4,347-9.4% |
| Admin fee / account holder | $250 | $1,743-85.6% | $15,916-98.4% | $1,944-87.1% |