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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 ONE AMERICAN SQUARE · INDIANAPOLIS, IN 462060368 | Recordkeeping | $40,000 |
Filed as: CAMBRIDGE INV RSRCH ADVSRS Service code 16 · EIN 42-1445429 711 E MAIN ST · SPARTANBURG, SC 29302 | Consulting | $9,691 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,931 | $79,151-53.3% | $60,919-39.4% | $64,824-43.0% |
| Participation rate | 44.8% | 77.7%-32.9pp | 73.1%-28.3pp | 71.5%-26.6pp |
| Annual return | -9.73% | -7.12%-2.6pp | 16.96%-26.7pp | 32.84%-42.6pp |
| Employer contribution / active EE | $575 | $3,052-81.2% | $2,704-78.7% | $2,507-77.1% |
| Participant deferral / active EE | $2,093 | $3,727-43.9% | $3,814-45.1% | $4,311-51.5% |
| Admin fee / account holder | $53 | $106-49.7% | $3,228-98.4% | $188-71.7% |