Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,303 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $6,711 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,114 | $181,062-52.4% | $158,223-45.6% | $155,188-44.5% |
| Participation rate | 92.9% | 82.7%+10.2pp | 79.2%+13.7pp | 80.8%+12.1pp |
| Annual return | 5.22% | 57.39%-52.2pp | 52.09%-46.9pp | 148.84%-143.6pp |
| Employer contribution / active EE | $16,240 | $4,565+255.8% | $4,109+295.3% | $4,248+282.3% |
| Participant deferral / active EE | $29,551 | $6,134+381.7% | $5,467+440.5% | $6,531+352.5% |
| Admin fee / account holder | $270 | $18,825-98.6% | $16,047-98.3% | $14,480-98.1% |