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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) | $15,893 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,666 |
PENSION PLAN SPECIALISTS, PC5 years Service code 13 805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $5,579 |
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 | $62,936 | $27,800+126.4% | $58,561+7.5% | $71,511-12.0% |
| Participation rate | 51.4% | 34.6%+16.8pp | 50.9%+0.5pp | 67.9%-16.6pp |
| Annual return | 15.12% | 26.80%-11.7pp | 4251.33%-4236.2pp | 28.86%-13.7pp |
| Employer contribution / active EE | $824 | $632+30.4% | $1,053-21.8% | $2,589-68.2% |
| Participant deferral / active EE | $2,444 | $1,208+102.3% | $1,923+27.1% | $4,291-43.0% |
| Admin fee / account holder | $308 | $1,637-81.2% | $2,520-87.8% | $1,588-80.6% |