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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $34,272 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADV Service code 16 · EIN 42-1445429 | Consulting | $13,180 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,043 | $37,196+10.3% | $154,108-73.4% | $55,725-26.3% |
| Participation rate | 61.2% | 64.1%-2.9pp | 83.0%-21.8pp | 70.9%-9.6pp |
| Annual return | -5.00% | 1319.68%-1324.7pp | 735.21%-740.2pp | 244.93%-249.9pp |
| Employer contribution / active EE | $4 | $1,614-99.7% | $5,298-99.9% | $2,078-99.8% |
| Participant deferral / active EE | $2,258 | $2,068+9.2% | $5,081-55.6% | $3,356-32.7% |
| Admin fee / account holder | $219 | $102+115.2% | $13,411-98.4% | $115+89.9% |