Filed December 2, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH6+ years Service code 55 · EIN 42-1445429 | Other Commissions | $16,218 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,685 |
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 | $61,641 | $136,307-54.8% | $177,840-65.3% | $73,493-16.1% |
| Participation rate | 50.0% | 86.1%-36.1pp | 87.7%-37.7pp | 70.7%-20.7pp |
| Annual return | 17.86% | 18.68%-0.8pp | 48.32%-30.5pp | 28.51%-10.7pp |
| Employer contribution / active EE | $1,459 | $3,712-60.7% | $5,919-75.4% | $2,270-35.7% |
| Participant deferral / active EE | $1,863 | $5,829-68.0% | $7,714-75.8% | $3,740-50.2% |
| Admin fee / account holder | $13 | $596-97.8% | $12,431-99.9% | $513-97.5% |