Filed November 29, 2016
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,623 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC Service code 27 · EIN 39-1897480 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $15,511 |
BKD, LLP2+ years Service code 16 · EIN 44-0160260 | Consulting | $13,900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,529 | $42,582-65.9% | $171,082-91.5% | $57,658-74.8% |
| Participation rate | 81.4% | 63.9%+17.5pp | 76.7%+4.7pp | 70.2%+11.2pp |
| Annual return | 13.69% | 308.67%-295.0pp | 32.56%-18.9pp | 5.13%+8.6pp |
| Employer contribution / active EE | $1,071 | $1,306-18.0% | $4,002-73.2% | $1,974-45.7% |
| Participant deferral / active EE | $2,214 | $2,933-24.5% | $4,797-53.9% | $3,061-27.7% |
| Admin fee / account holder | $82 | $82-0.8% | $8,520-99.0% | $95-13.6% |