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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 17 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Pension Consulting | $14,826 |
TIAA6+ years Service code 63 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | 12b-1 Fees | $4,697 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,040 | $84,948+37.8% | $70,449+66.1% | $73,409+59.4% |
| Participation rate | 96.6% | 79.9%+16.7pp | 75.1%+21.5pp | 72.2%+24.4pp |
| Annual return | 5.26% | 13.39%-8.1pp | 109.03%-103.8pp | 59.29%-54.0pp |
| Employer contribution / active EE | $2,356 | $2,834-16.9% | $2,737-13.9% | $2,234+5.5% |
| Participant deferral / active EE | $3,143 | $3,387-7.2% | $3,709-15.3% | $3,805-17.4% |
| Admin fee / account holder | $61 | $98-38.2% | $3,845-98.4% | $158-61.6% |