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 | $2,300 |
CAMBRIDGE INVESTMENT RESEARCH2+ 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 | $46,376 | $74,089-37.4% | $133,975-65.4% | $55,167-15.9% |
| Participation rate | 57.0% | 84.3%-27.3pp | 87.1%-30.1pp | 69.0%-12.0pp |
| Annual return | 9.06% | 12.11%-3.1pp | 29.29%-20.2pp | 169.23%-160.2pp |
| Employer contribution / active EE | $1,141 | $3,064-62.8% | $5,211-78.1% | $1,963-41.9% |
| Participant deferral / active EE | $1,539 | $4,678-67.1% | $6,282-75.5% | $3,054-49.6% |
| Admin fee / account holder | $19 | $458-95.7% | $9,324-99.8% | $504-96.1% |