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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $14,501 |
PETER CHANG ENTERPRISES, INC.3+ years Filed as: PETER GIALAMES ASSOCIATES INC. Service code 13 PO BOX 112637 · PITTSBURGH, PA 15241 | Contract Administrator | $8,515 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,231 |
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 | $33,312 | $52,639-36.7% | $185,117-82.0% | $62,293-46.5% |
| Participation rate | 95.3% | 63.9%+31.5pp | 77.3%+18.1pp | 69.5%+25.8pp |
| Annual return | 17.24% | 19.57%-2.3pp | 40.50%-23.3pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,748 | $1,483+17.9% | $4,182-58.2% | $2,042-14.4% |
| Participant deferral / active EE | $2,699 | $3,097-12.8% | $5,045-46.5% | $3,169-14.8% |
| Admin fee / account holder | $1 | $374-99.6% | $8,159-100.0% | $479-99.7% |