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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 22 · EIN 52-1473914 | Insurance Broker | $46,991 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $5,830 |
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 | $83,726 | $60,165+39.2% | $74,184+12.9% | $55,167+51.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 9.39% | 10.00%-0.6pp | 17.74%-8.3pp | 169.23%-159.8pp |
| Employer contribution / active EE | $3,372 | $1,600+110.8% | $2,370+42.3% | $1,963+71.8% |
| Participant deferral / active EE | $7,317 | $2,973+146.2% | $3,550+106.1% | $3,054+139.6% |
| Admin fee / account holder | $75 | $419-82.2% | $5,586-98.7% | $504-85.2% |