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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 | $65,072-30.1% | $66,439-31.6% | $65,306-30.4% |
| Participation rate | 68.6% | 69.1%-0.5pp | 74.5%-5.9pp | 57.7%+10.9pp |
| Annual return | 12.88% | 21.50%-8.6pp | 757.66%-744.8pp | 21.94%-9.1pp |
| Employer contribution / active EE | $2,030 | $2,475-18.0% | $2,637-23.0% | $1,967+3.2% |
| Participant deferral / active EE | $3,231 | $3,234-0.1% | $3,876-16.6% | $2,959+9.2% |
| Admin fee / account holder | $257 | $1,323-80.6% | $6,173-95.8% | $3,480-92.6% |