Filed July 25, 2018 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 04-1590850 | Participant Communication | $259,214 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $97,190 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,468 | $37,039+47.1% | $147,618-63.1% | $59,188-8.0% |
| Participation rate | 95.2% | 63.8%+31.5pp | 84.6%+10.6pp | 69.4%+25.8pp |
| Annual return | 0.34% | 7.19%-6.8pp | 61.98%-61.6pp | 5.51%-5.2pp |
| Employer contribution / active EE | $3,175 | $1,353+134.7% | $5,564-42.9% | $2,098+51.3% |
| Participant deferral / active EE | $4,333 | $2,094+107.0% | $4,895-11.5% | $3,265+32.7% |
| Admin fee / account holder | $100 | $60+66.1% | $11,612-99.1% | $92+8.5% |