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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) | $23,644 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $17,679 |
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 | $54,450 | $65,557-16.9% | $105,738-48.5% | $56,287-3.3% |
| Participation rate | 49.8% | 63.4%-13.6pp | 76.3%-26.5pp | 69.9%-20.1pp |
| Annual return | -4.16% | -1.32%-2.8pp | 6.27%-10.4pp | -9.96%+5.8pp |
| Employer contribution / active EE | $258 | $1,788-85.6% | $3,268-92.1% | $2,111-87.8% |
| Participant deferral / active EE | $2,914 | $2,418+20.5% | $4,080-28.6% | $3,350-13.0% |
| Admin fee / account holder | $295 | $561-47.5% | $6,913-95.7% | $521-43.4% |