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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $13,675 |
PETER CHANG ENTERPRISES, INC.2+ years Filed as: PETER GIALAMES ASSOCIATES INC. Service code 13 PO BOX 112637 · PITTSBURGH, PA 15241 | Contract Administrator | $6,803 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,225 |
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 | $29,250 | $50,898-42.5% | $171,082-82.9% | $55,167-47.0% |
| Participation rate | 85.1% | 63.3%+21.9pp | 76.7%+8.4pp | 69.0%+16.2pp |
| Annual return | 184.75% | 15.34%+169.4pp | 32.56%+152.2pp | 169.23%+15.5pp |
| Employer contribution / active EE | $1,415 | $1,433-1.3% | $4,002-64.6% | $1,963-27.9% |
| Participant deferral / active EE | $2,195 | $2,994-26.7% | $4,797-54.2% | $3,054-28.1% |
| Admin fee / account holder | $1 | $500-99.8% | $8,520-100.0% | $504-99.8% |