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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 99 · EIN 42-1445429 | Other Fees | $40,039 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 | Other Services | $5,134 |
ASCENSUS LLC1 year Filed as: ASCENSUS C/O FUTURE PLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,893 | $50,919-47.2% | $155,556-82.7% | $77,762-65.4% |
| Participation rate | 27.5% | 63.1%-35.5pp | 78.2%-50.7pp | 70.6%-43.1pp |
| Annual return | 15.75% | 34.84%-19.1pp | 64.84%-49.1pp | 31.27%-15.5pp |
| Employer contribution / active EE | $903 | $1,991-54.7% | $4,675-80.7% | $2,728-66.9% |
| Participant deferral / active EE | $2,003 | $2,824-29.1% | $5,631-64.4% | $4,651-56.9% |
| Admin fee / account holder | $49 | $437-88.9% | $15,885-99.7% | $433-88.8% |