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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $11,539 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,339 | $80,177-69.6% | $123,894-80.4% | $57,658-57.8% |
| Participation rate | 36.4% | 74.4%-38.0pp | 81.4%-45.0pp | 70.2%-33.8pp |
| Annual return | 36.07% | 17.90%+18.2pp | 47.52%-11.4pp | 5.13%+30.9pp |
| Employer contribution / active EE | $517 | $2,913-82.2% | $4,617-88.8% | $1,974-73.8% |
| Participant deferral / active EE | $2,784 | $5,130-45.7% | $5,984-53.5% | $3,061-9.0% |
| Admin fee / account holder | $51 | $106-52.1% | $8,357-99.4% | $95-46.1% |