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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 | $30,421+131.3% | $56,077+25.5% | $74,429-5.4% |
| Participation rate | 51.9% | 32.9%+19.0pp | 52.5%-0.6pp | 67.2%-15.4pp |
| Annual return | 11.65% | 24.94%-13.3pp | 1709.28%-1697.6pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $792 | $610+30.0% | $1,040-23.8% | $2,625-69.8% |
| Participant deferral / active EE | $2,262 | $1,175+92.5% | $1,954+15.8% | $4,348-48.0% |
| Admin fee / account holder | $335 | $2,363-85.8% | $2,825-88.1% | $1,944-82.8% |