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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTEMENT RESEARCH ADVI Service code 27 · EIN 39-1897480 | Advisory (Plan) | $64,261 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $26,189 |
ACTUARIAL PENSION ANALYSTS, INC.11+ years Service code 15 · EIN 16-1316349 | Recordkeeping | $1,025 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,520 | $74,661+26.6% | $160,784-41.2% | $67,986+39.0% |
| Participation rate | 83.6% | 57.1%+26.5pp | 77.0%+6.7pp | 57.2%+26.4pp |
| Annual return | 16.38% | 28.83%-12.4pp | 1803.92%-1787.5pp | 31.67%-15.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $7,002 | $3,681+90.2% | $6,293+11.3% | $3,358+108.5% |
| Admin fee / account holder | $382 | $3,959-90.4% | $9,717-96.1% | $3,203-88.1% |