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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $15,445 |
PETER CHANG ENTERPRISES, INC.4+ years Filed as: PETER GIALAMES ASSOCIATES INC. Service code 13 PO BOX 112637 · PITTSBURGH, PA 15241 | Contract Administrator | $9,295 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,238 |
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 | $30,851 | $48,576-36.5% | $169,452-81.8% | $56,287-45.2% |
| Participation rate | 92.7% | 65.8%+26.9pp | 77.8%+14.9pp | 69.9%+22.8pp |
| Annual return | -3.11% | -2.51%-0.6pp | 1.83%-4.9pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,867 | $1,559+19.8% | $4,157-55.1% | $2,111-11.5% |
| Participant deferral / active EE | $2,890 | $3,275-11.8% | $5,277-45.2% | $3,350-13.7% |
| Admin fee / account holder | $2 | $435-99.6% | $9,110-100.0% | $521-99.7% |