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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT GROUP Service code 15 · EIN 39-1897480 | Recordkeeping | $14,166 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,490 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,398 | $51,466-29.3% | $78,778-53.8% | $62,293-41.6% |
| Participation rate | 48.7% | 59.8%-11.1pp | 69.2%-20.5pp | 69.5%-20.8pp |
| Annual return | 22.50% | 19.96%+2.5pp | 35.62%-13.1pp | 28.90%-6.4pp |
| Employer contribution / active EE | $1,390 | $827+68.0% | $1,986-30.0% | $2,042-31.9% |
| Participant deferral / active EE | $3,035 | $2,147+41.3% | $2,958+2.6% | $3,169-4.2% |
| Admin fee / account holder | $207 | $489-57.7% | $5,134-96.0% | $479-56.8% |