Filed May 29, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INV RSRCH ADVSRS Service code 26 · EIN 42-1445429 | Advisory (Participants) | $12,948 |
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 15 · EIN 35-0145825 | Recordkeeping | $160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,506 | $57,976-49.1% | $63,018-53.2% | $62,293-52.6% |
| Participation rate | 62.6% | 75.9%-13.3pp | 74.8%-12.2pp | 69.5%-6.9pp |
| Annual return | 11.15% | 17.54%-6.4pp | 87.62%-76.5pp | 28.90%-17.7pp |
| Employer contribution / active EE | $1,376 | $2,415-43.0% | $2,761-50.2% | $2,042-32.6% |
| Participant deferral / active EE | $2,132 | $2,956-27.9% | $3,330-36.0% | $3,169-32.7% |
| Admin fee / account holder | $42 | $276-84.8% | $3,601-98.8% | $479-91.2% |