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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CIRA (CAMBRIDGE INVESTMENT RESEARCH Service code 99 · EIN 42-1445429 | Other Fees | $13,632 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,672 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,055 | $52,293-36.8% | $178,499-81.5% | $73,412-55.0% |
| Participation rate | 15.9% | 65.3%-49.4pp | 81.9%-66.0pp | 72.2%-56.3pp |
| Annual return | 18.48% | 34.75%-16.3pp | 151.10%-132.6pp | 59.30%-40.8pp |
| Employer contribution / active EE | $497 | $1,735-71.3% | $5,011-90.1% | $2,234-77.7% |
| Participant deferral / active EE | $902 | $2,332-61.3% | $5,202-82.7% | $3,806-76.3% |
| Admin fee / account holder | $38 | $127-69.9% | $13,986-99.7% | $158-75.7% |