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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTEMENT RESEARCH ADVI Service code 27 · EIN 39-1897480 | Advisory (Plan) | $40,818 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $19,284 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,522 | $48,471-2.0% | $182,532-74.0% | $67,579-29.7% |
| Participation rate | 73.5% | 67.2%+6.3pp | 78.0%-4.5pp | 71.3%+2.2pp |
| Annual return | 22.65% | 31.08%-8.4pp | 148.54%-125.9pp | 378.56%-355.9pp |
| Employer contribution / active EE | $0 | $1,461-100.0% | $4,076-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,744 | $3,324+12.6% | $5,524-32.2% | $3,539+5.8% |
| Admin fee / account holder | $318 | $151+110.3% | $8,592-96.3% | $142+123.4% |