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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 17 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Pension Consulting | $11,808 |
Service code 27 · EIN 59-3331424 DBA MORETON · TAMPA, FL 336075907 | Advisory (Plan) | $6,250 |
Filed as: REGAL INVESTMENTS ADVISORS LLC Service code 27 · EIN 22-3844414 2687 44TH STREET SE · KENTWOOD, MI 49512 | Advisory (Plan) | $5,925 |
TIAA5+ years Service code 63 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | 12b-1 Fees | $3,628 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,800 | $95,542+18.1% | $69,464+62.4% | $67,579+66.9% |
| Participation rate | 97.8% | 79.4%+18.5pp | 74.6%+23.2pp | 71.3%+26.5pp |
| Annual return | 6.36% | 17.67%-11.3pp | 28.98%-22.6pp | 378.56%-372.2pp |
| Employer contribution / active EE | $2,315 | $2,989-22.5% | $2,779-16.7% | $2,148+7.8% |
| Participant deferral / active EE | $3,038 | $3,263-6.9% | $3,536-14.1% | $3,539-14.2% |
| Admin fee / account holder | $58 | $90-35.0% | $3,840-98.5% | $142-59.0% |