Filed October 11, 2017
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH11+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 · EIN 39-1897480 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $13,726 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $29,236 | $46,464-37.1% | $150,298-80.5% | $79,634-63.3% |
| Participation rate | 26.5% | 57.0%-30.4pp | 77.8%-51.2pp | 62.5%-36.0pp |
| Annual return | 16.37% | 27.89%-11.5pp | 62.79%-46.4pp | 36.46%-20.1pp |
| Employer contribution / active EE | $257 | $1,512-83.0% | $4,154-93.8% | $2,529-89.8% |
| Participant deferral / active EE | $676 | $2,157-68.7% | $5,453-87.6% | $3,835-82.4% |
| Admin fee / account holder | $91 | $891-89.8% | $14,116-99.4% | $1,002-90.9% |