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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC Service code 26 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Participants) | $18,427 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $11,801 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,840 | $54,390+43.1% | $117,039-33.5% | $69,631+11.8% |
| Participation rate | 42.0% | 58.5%-16.5pp | 77.2%-35.2pp | 70.7%-28.7pp |
| Annual return | 82.06% | 18.33%+63.7pp | 18.95%+63.1pp | 27571.02%-27489.0pp |
| Employer contribution / active EE | $151 | $1,357-88.9% | $3,785-96.0% | $2,032-92.6% |
| Participant deferral / active EE | $2,454 | $2,076+18.2% | $3,929-37.5% | $3,224-23.9% |
| Admin fee / account holder | $224 | $98+129.0% | $5,974-96.3% | $110+102.8% |