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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 15 · EIN 39-1897480 | Recordkeeping | $7,501 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,154 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,521 | $55,122-82.7% | $104,625-90.9% | $73,493-87.0% |
| Participation rate | 75.5% | 67.7%+7.8pp | 74.1%+1.4pp | 70.7%+4.8pp |
| Annual return | 25.88% | 24.77%+1.1pp | 340.60%-314.7pp | 28.51%-2.6pp |
| Employer contribution / active EE | $0 | $1,464-100.0% | $2,681-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,850 | $2,919+31.9% | $3,738+3.0% | $3,740+3.0% |
| Admin fee / account holder | $72 | $423-83.0% | $6,465-98.9% | $513-86.0% |