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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $27,906 |
PREMIER PLAN CONSULTANTS1 year Filed as: PREMIER PLAN CONSULTANTS INC. Service code 13 | Contract Administrator | $21,978 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,878 |
PREMIER PLAN CONSULTANTS1 year Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 6215 FERRIS SQ STE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $15,507 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,211 | $95,438-83.0% | $135,982-88.1% | $74,473-78.2% |
| Participation rate | 82.3% | 78.2%+4.1pp | 81.9%+0.4pp | 70.7%+11.5pp |
| Annual return | 36.77% | 32.61%+4.2pp | 68.32%-31.6pp | 34.36%+2.4pp |
| Employer contribution / active EE | $23 | $3,878-99.4% | $4,859-99.5% | $2,638-99.1% |
| Participant deferral / active EE | $5,377 | $7,790-31.0% | $7,760-30.7% | $4,530+18.7% |
| Admin fee / account holder | $89 | $259-65.4% | $10,767-99.2% | $347-74.2% |