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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) | $17,798 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,737 |
PENSION PLAN SPECIALISTS, PC2 years Service code 13 805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $5,420 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,334 | $35,986+64.9% | $77,552-23.5% | $73,497-19.3% |
| Participation rate | 64.5% | 40.8%+23.6pp | 54.2%+10.3pp | 70.7%-6.2pp |
| Annual return | 10.86% | 19.26%-8.4pp | 54.82%-44.0pp | 28.51%-17.7pp |
| Employer contribution / active EE | $979 | $557+75.6% | $987-0.8% | $2,270-56.9% |
| Participant deferral / active EE | $2,420 | $1,198+102.0% | $1,861+30.0% | $3,740-35.3% |
| Admin fee / account holder | $332 | $466-28.6% | $2,859-88.4% | $513-35.2% |