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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT ADVISOR Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $63,638 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,646 | $39,948+39.3% | $89,400-37.8% | $73,412-24.2% |
| Participation rate | 33.8% | 50.4%-16.6pp | 68.0%-34.2pp | 72.2%-38.4pp |
| Annual return | 16.25% | 50.12%-33.9pp | 245.64%-229.4pp | 59.30%-43.0pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,240 | $2,193+184.6% | $3,890+60.4% | $3,806+64.0% |
| Admin fee / account holder | $363 | $134+170.5% | $4,882-92.6% | $158+129.9% |