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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $601 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,002 | $23,224-95.7% | $71,086-98.6% | $55,725-98.2% |
| Participation rate | 79.9% | 37.9%+42.0pp | 54.7%+25.2pp | 70.9%+9.0pp |
| Annual return | 0.00% | -2.87%+2.9pp | 650.59%-650.6pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $384 | $929-58.7% | $1,874-79.5% | $3,356-88.6% |
| Admin fee / account holder | $1 | $118-99.3% | $3,082-100.0% | $115-99.3% |