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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 · EIN 42-1445429 | Advisory (Plan) | $6,139 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,381 |
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 | $16,743 | $37,117-54.9% | $147,617-88.7% | $55,191-69.7% |
| Participation rate | 90.2% | 63.6%+26.6pp | 84.6%+5.6pp | 69.2%+21.0pp |
| Annual return | 0.00% | 3.44%-3.4pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $608 | $1,620-62.5% | $5,564-89.1% | $1,899-68.0% |
| Participant deferral / active EE | $3,044 | $1,985+53.3% | $4,895-37.8% | $3,046-0.1% |
| Admin fee / account holder | $19 | $86-78.3% | $11,612-99.8% | $91-79.5% |