Filed December 2, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH5+ years Service code 55 · EIN 42-1445429 | Other Commissions | $13,833 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,225 |
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 | $52,350 | $98,982-47.1% | $162,177-67.7% | $65,185-19.7% |
| Participation rate | 54.5% | 85.8%-31.2pp | 87.6%-33.0pp | 70.2%-15.7pp |
| Annual return | 23.72% | 24.84%-1.1pp | 115.60%-91.9pp | 29.38%-5.7pp |
| Employer contribution / active EE | $1,496 | $3,467-56.9% | $5,613-73.4% | $2,177-31.3% |
| Participant deferral / active EE | $2,013 | $5,384-62.6% | $7,297-72.4% | $3,514-42.7% |
| Admin fee / account holder | $9 | $596-98.4% | $10,843-99.9% | $847-98.9% |