Filed January 14, 2020 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,386 |
BRIGHTON JONES LLC7 years Service code 27 · EIN 91-2007475 | Advisory (Plan) | $11,162 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $7,594 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,698 | $53,344-25.6% | $121,169-67.2% | $74,440-46.7% |
| Participation rate | 36.7% | 60.0%-23.3pp | 69.5%-32.8pp | 70.7%-34.1pp |
| Annual return | 20.13% | 35.15%-15.0pp | 986.71%-966.6pp | 34.37%-14.2pp |
| Employer contribution / active EE | $1,094 | $1,898-42.4% | $4,168-73.8% | $2,638-58.5% |
| Participant deferral / active EE | $2,310 | $3,221-28.3% | $4,083-43.4% | $4,529-49.0% |
| Admin fee / account holder | $186 | $382-51.4% | $5,645-96.7% | $348-46.6% |