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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,178 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $19,681 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,619 | $101,672-51.2% | $147,117-66.3% | $74,478-33.4% |
| Participation rate | 69.9% | 75.5%-5.6pp | 82.2%-12.2pp | 67.2%+2.7pp |
| Annual return | 10.63% | 8757.83%-8747.2pp | 420.54%-409.9pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $1,461 | $3,813-61.7% | $4,932-70.4% | $2,626-44.4% |
| Participant deferral / active EE | $3,885 | $7,305-46.8% | $8,065-51.8% | $4,350-10.7% |
| Admin fee / account holder | $190 | $1,753-89.1% | $12,993-98.5% | $1,946-90.2% |