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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $18,608 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,584 |
PENSION PLAN SPECIALISTS, PC6 years Service code 13 805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $6,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,373 | $34,932+101.5% | $56,441+24.7% | $74,546-5.6% |
| Participation rate | 51.9% | 32.9%+19.0pp | 52.5%-0.6pp | 67.2%-15.4pp |
| Annual return | 11.65% | 24.90%-13.2pp | 1704.21%-1692.6pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $792 | $608+30.3% | $1,039-23.7% | $2,624-69.8% |
| Participant deferral / active EE | $2,262 | $1,173+92.9% | $1,953+15.8% | $4,347-48.0% |
| Admin fee / account holder | $335 | $2,359-85.8% | $2,829-88.2% | $1,944-82.8% |