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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $70,583 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $34,420 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,628 | $63,471+66.4% | $68,808+53.5% | $66,938+57.8% |
| Participation rate | 94.7% | 60.0%+34.7pp | 69.0%+25.6pp | 69.8%+24.9pp |
| Annual return | -17.94% | -8.29%-9.7pp | -6.37%-11.6pp | 1.58%-19.5pp |
| Employer contribution / active EE | $4,995 | $1,776+181.2% | $2,656+88.1% | $2,545+96.2% |
| Participant deferral / active EE | $6,966 | $2,946+136.5% | $3,942+76.7% | $4,238+64.4% |
| Admin fee / account holder | $401 | $578-30.6% | $4,936-91.9% | $594-32.4% |