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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Account ma... | $60,730 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADV Service code 16 · EIN 42-1445429 | Consulting | $22,519 |
NATIONAL FINANCIAL SERVICES3 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,443 | $62,928+42.1% | $172,753-48.2% | $67,582+32.3% |
| Participation rate | 67.6% | 64.5%+3.1pp | 82.6%-15.1pp | 71.3%-3.7pp |
| Annual return | 135.80% | 30.36%+105.4pp | 803.00%-667.2pp | 378.57%-242.8pp |
| Employer contribution / active EE | $2,190 | $1,636+33.8% | $5,144-57.4% | $2,148+1.9% |
| Participant deferral / active EE | $2,470 | $2,145+15.1% | $5,198-52.5% | $3,539-30.2% |
| Admin fee / account holder | $368 | $167+121.1% | $13,956-97.4% | $142+158.9% |