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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH7+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 17 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Pension Consulting | $22,067 |
TIAA8+ years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $14,047 |
Service code 27 · EIN 22-3844414 2687 44TH STREET SE · KENTWOOD, MI 49512 | Advisory (Plan) | $7,305 |
Service code 26 · EIN 20-3018987 634 WEST MAIN STREET · MADISON, WI 53703 | Advisory (Participants) | $5,441 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,738 | $79,151+56.3% | $60,906+103.2% | $64,819+90.9% |
| Participation rate | 93.6% | 77.7%+15.9pp | 73.1%+20.5pp | 71.5%+22.1pp |
| Annual return | -7.54% | -7.12%-0.4pp | 16.94%-24.5pp | 32.84%-40.4pp |
| Employer contribution / active EE | $3,940 | $3,052+29.1% | $2,703+45.8% | $2,507+57.2% |
| Participant deferral / active EE | $5,522 | $3,727+48.2% | $3,814+44.8% | $4,311+28.1% |
| Admin fee / account holder | $88 | $106-16.7% | $3,227-97.3% | $188-53.1% |