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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH8+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $65,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $63,566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,163 | $71,142-2.8% | $119,609-42.2% | $64,808+6.7% |
| Participation rate | 41.6% | 78.6%-37.0pp | 79.3%-37.6pp | 71.5%-29.9pp |
| Annual return | -15.90% | -10.01%-5.9pp | -14.97%-0.9pp | 32.82%-48.7pp |
| Employer contribution / active EE | $646 | $2,497-74.1% | $4,232-84.7% | $2,506-74.2% |
| Participant deferral / active EE | $2,813 | $4,490-37.3% | $5,602-49.8% | $4,310-34.7% |
| Admin fee / account holder | $255 | $162+57.0% | $10,323-97.5% | $188+35.6% |