Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $25,880 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,957 |
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 | $105,143 | $65,434+60.7% | $98,483+6.8% | $85,847+22.5% |
| Participation rate | 95.1% | 65.0%+30.1pp | 73.3%+21.8pp | 69.3%+25.8pp |
| Annual return | 9.73% | 21.75%-12.0pp | 1494.38%-1484.6pp | 318.61%-308.9pp |
| Employer contribution / active EE | $1,351 | $2,169-37.7% | $2,961-54.4% | $2,565-47.3% |
| Participant deferral / active EE | $3,768 | $3,168+19.0% | $4,276-11.9% | $3,952-4.7% |
| Admin fee / account holder | $481 | $4,595-89.5% | $5,953-91.9% | $6,261-92.3% |