Filed December 2, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH3+ years Service code 55 · EIN 42-1445429 | Other Commissions | $6,975 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,750 |
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 | $44,656 | $89,739-50.2% | $149,721-70.2% | $62,293-28.3% |
| Participation rate | 56.5% | 85.1%-28.6pp | 87.1%-30.5pp | 69.5%-13.0pp |
| Annual return | 19.43% | 21.01%-1.6pp | 1501.67%-1482.2pp | 28.90%-9.5pp |
| Employer contribution / active EE | $1,191 | $3,233-63.2% | $5,444-78.1% | $2,042-41.7% |
| Participant deferral / active EE | $1,678 | $4,797-65.0% | $6,568-74.4% | $3,169-47.0% |
| Admin fee / account holder | $22 | $551-96.1% | $11,282-99.8% | $479-95.5% |