Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT GROUP Service code 15 · EIN 39-1897480 | Recordkeeping | $16,905 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,650 |
ADP BROKER-DEALER2+ 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 | $31,924 | $42,548-25.0% | $74,549-57.2% | $56,287-43.3% |
| Participation rate | 53.3% | 60.5%-7.2pp | 69.1%-15.8pp | 69.9%-16.6pp |
| Annual return | -2.62% | 12.40%-15.0pp | 32.53%-35.1pp | -9.96%+7.3pp |
| Employer contribution / active EE | $1,429 | $855+67.1% | $1,961-27.1% | $2,111-32.3% |
| Participant deferral / active EE | $3,626 | $2,277+59.2% | $3,108+16.7% | $3,350+8.2% |
| Admin fee / account holder | $114 | $467-75.5% | $5,059-97.7% | $521-78.0% |