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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $37,943 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 39-1897480 | Advisory (Plan) | $18,332 |
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 | $85,692 | $60,165+42.4% | $74,184+15.5% | $55,167+55.3% |
| Participation rate | 89.2% | 74.2%+15.1pp | 76.6%+12.6pp | 69.0%+20.2pp |
| Annual return | 11.97% | 10.00%+2.0pp | 17.74%-5.8pp | 169.23%-157.3pp |
| Employer contribution / active EE | $4,798 | $1,600+199.9% | $2,370+102.4% | $1,963+144.5% |
| Participant deferral / active EE | $7,333 | $2,973+146.7% | $3,550+106.6% | $3,054+140.1% |
| Admin fee / account holder | $159 | $419-62.0% | $5,586-97.1% | $504-68.4% |