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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE LEGACY SECURITIES LLC Service code 27 15660 DALLAS PKWY STE 700 · DALLAS, TX 75248 | Advisory (Plan) | $29,574 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,539 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,362 | $80,753-31.4% | $136,298-59.4% | $62,293-11.1% |
| Participation rate | 92.0% | 73.5%+18.5pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 28.22% | 35.83%-7.6pp | 5156.27%-5128.1pp | 28.90%-0.7pp |
| Employer contribution / active EE | $1,402 | $2,884-51.4% | $4,696-70.1% | $2,042-31.3% |
| Participant deferral / active EE | $5,521 | $5,164+6.9% | $6,247-11.6% | $3,169+74.2% |
| Admin fee / account holder | $188 | $525-64.2% | $9,244-98.0% | $479-60.7% |