Filed May 3, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT ADVISOR Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $10,859 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $8,768 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,112 | $50,082-49.9% | $93,406-73.1% | $79,858-68.6% |
| Participation rate | 100.0% | 60.9%+39.1pp | 66.8%+33.2pp | 69.6%+30.4pp |
| Annual return | 21.39% | 24.59%-3.2pp | 78.05%-56.7pp | 31.71%-10.3pp |
| Employer contribution / active EE | $1,648 | $1,303+26.4% | $2,075-20.6% | $2,471-33.3% |
| Participant deferral / active EE | $4,151 | $2,212+87.6% | $3,126+32.8% | $3,740+11.0% |
| Admin fee / account holder | $158 | $3,454-95.4% | $5,230-97.0% | $5,306-97.0% |