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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $34,101 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,866 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,717 | $62,409+32.5% | $120,574-31.4% | $74,459+11.1% |
| Participation rate | 72.7% | 56.8%+16.0pp | 71.9%+0.8pp | 67.2%+5.5pp |
| Annual return | 13.27% | 18.62%-5.4pp | 107.42%-94.2pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $2,121 | $1,847+14.8% | $3,471-38.9% | $2,626-19.2% |
| Participant deferral / active EE | $4,076 | $2,888+41.1% | $4,996-18.4% | $4,350-6.3% |
| Admin fee / account holder | $419 | $2,394-82.5% | $9,445-95.6% | $1,945-78.4% |