Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC Service code 15 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Recordkeeping | $76,641 |
Service code 10 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Accounting | $14,709 |
Service code 10 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Accounting | $8,535 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $73,537 | $70,667+4.1% | $123,106-40.3% | $52,331+40.5% |
| Participation rate | 71.9% | 83.7%-11.8pp | 86.8%-14.9pp | 68.1%+3.8pp |
| Annual return | -1.20% | 6.23%-7.4pp | 13.22%-14.4pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,701 | $2,946-42.3% | $5,151-67.0% | $1,882-9.6% |
| Participant deferral / active EE | $3,587 | $4,493-20.2% | $6,229-42.4% | $3,022+18.7% |
| Admin fee / account holder | $833 | $506+64.4% | $9,015-90.8% | $592+40.7% |