Filed December 2, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,100 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 61 · EIN 42-1445429 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,515 | $70,667-38.4% | $123,105-64.7% | $52,331-16.8% |
| Participation rate | 59.3% | 83.7%-24.4pp | 86.8%-27.5pp | 68.1%-8.8pp |
| Annual return | 1.72% | 6.23%-4.5pp | 13.22%-11.5pp | 4.54%-2.8pp |
| Employer contribution / active EE | $1,167 | $2,946-60.4% | $5,151-77.3% | $1,882-38.0% |
| Participant deferral / active EE | $1,443 | $4,493-67.9% | $6,229-76.8% | $3,022-52.2% |
| Admin fee / account holder | $19 | $506-96.3% | $9,014-99.8% | $592-96.8% |