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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) | $17,929 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,431 |
PENSION PLAN SPECIALISTS, PC3 years Service code 13 805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $5,286 |
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 | $62,759 | $39,286+59.7% | $80,741-22.3% | $79,391-20.9% |
| Participation rate | 59.5% | 41.0%+18.5pp | 54.2%+5.3pp | 70.7%-11.2pp |
| Annual return | 12.85% | 98.95%-86.1pp | 87.30%-74.5pp | 116.88%-104.0pp |
| Employer contribution / active EE | $948 | $594+59.7% | $1,160-18.3% | $2,428-60.9% |
| Participant deferral / active EE | $2,438 | $1,264+92.9% | $2,145+13.6% | $4,046-39.7% |
| Admin fee / account holder | $330 | $647-49.0% | $3,380-90.2% | $627-47.3% |