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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH5+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $65,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $60,957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,791 | $69,159-7.8% | $125,175-49.0% | $67,579-5.6% |
| Participation rate | 54.8% | 78.2%-23.4pp | 79.8%-24.9pp | 71.3%-16.4pp |
| Annual return | 20.91% | 27.12%-6.2pp | 43.79%-22.9pp | 378.56%-357.6pp |
| Employer contribution / active EE | $703 | $2,023-65.3% | $3,865-81.8% | $2,148-67.3% |
| Participant deferral / active EE | $3,125 | $3,700-15.5% | $4,937-36.7% | $3,539-11.7% |
| Admin fee / account holder | $266 | $142+87.9% | $9,702-97.3% | $142+87.2% |