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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT ADVISOR Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $22,224 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $15,621 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,329 | $60,139+18.6% | $90,461-21.1% | $79,856-10.7% |
| Participation rate | 89.7% | 65.0%+24.7pp | 72.7%+17.0pp | 69.6%+20.0pp |
| Annual return | 5.95% | 71.96%-66.0pp | 1294.76%-1288.8pp | 31.71%-25.8pp |
| Employer contribution / active EE | $1,244 | $2,069-39.9% | $3,264-61.9% | $2,471-49.7% |
| Participant deferral / active EE | $3,246 | $2,939+10.5% | $3,964-18.1% | $3,741-13.2% |
| Admin fee / account holder | $318 | $3,978-92.0% | $5,617-94.3% | $5,306-94.0% |