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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) | $15,905 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,109 |
PENSION PLAN SPECIALISTS, PC4 years Service code 13 805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $4,731 |
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 | $54,576 | $26,549+105.6% | $61,501-11.3% | $66,949-18.5% |
| Participation rate | 57.1% | 38.1%+19.1pp | 52.6%+4.6pp | 69.8%-12.7pp |
| Annual return | -15.99% | -16.21%+0.2pp | 339.04%-355.0pp | 1.57%-17.6pp |
| Employer contribution / active EE | $889 | $651+36.4% | $1,160-23.4% | $2,545-65.1% |
| Participant deferral / active EE | $2,417 | $1,338+80.6% | $2,125+13.8% | $4,239-43.0% |
| Admin fee / account holder | $315 | $409-22.9% | $2,132-85.2% | $594-46.9% |