Filed December 2, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH10+ years Service code 55 · EIN 42-1445429 | Other Commissions | $23,055 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,703 | $122,063-49.4% | $184,256-66.5% | $74,478-17.2% |
| Participation rate | 65.1% | 85.5%-20.4pp | 86.8%-21.7pp | 67.2%-2.1pp |
| Annual return | 14.86% | 19.92%-5.1pp | 28.85%-14.0pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $2,817 | $4,539-37.9% | $6,427-56.2% | $2,626+7.2% |
| Participant deferral / active EE | $4,308 | $7,144-39.7% | $9,133-52.8% | $4,350-1.0% |
| Admin fee / account holder | $10 | $1,253-99.2% | $13,899-99.9% | $1,946-99.5% |