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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN LIFE INSURANCE CO. Service code 66 | Other insurance wrap fees; Insurance ... | $0 |
Filed as: CAMBRIDGE INV RESEARCH ADVISORS Service code 16 | Consulting | $0 |
Filed as: CAMBRIDGE INV RSRCH ADVISORS Service code 16 1776 PLEASANT PLAN RD · FAIRFIELD, IA 525568757 | Consulting | $0 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $0 |
Service code 49 · EIN 58-1485803 3700 CRESTWOOD PKWY NW · DULUTH, GA 300967157 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,466 | $64,705-29.7% | $62,929-27.8% | $67,986-33.1% |
| Participation rate | 68.6% | 65.6%+3.0pp | 73.1%-4.5pp | 57.2%+11.4pp |
| Annual return | 12.88% | 20.31%-7.4pp | 1063.93%-1051.0pp | 31.67%-18.8pp |
| Employer contribution / active EE | $2,030 | $2,376-14.5% | $2,505-18.9% | $2,019+0.6% |
| Participant deferral / active EE | $3,231 | $3,198+1.0% | $3,888-16.9% | $3,358-3.8% |
| Admin fee / account holder | $257 | $1,428-82.0% | $5,065-94.9% | $3,203-92.0% |