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) | $18,385 |
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 15 · EIN 35-0145825 | Recordkeeping | $160 |
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 | $32,566 | $55,002-40.8% | $59,883-45.6% | $56,287-42.1% |
| Participation rate | 72.3% | 75.9%-3.6pp | 74.7%-2.4pp | 69.9%+2.5pp |
| Annual return | 9.65% | 1.13%+8.5pp | 3.46%+6.2pp | -9.96%+19.6pp |
| Employer contribution / active EE | $2,202 | $2,448-10.0% | $2,722-19.1% | $2,111+4.3% |
| Participant deferral / active EE | $3,288 | $3,121+5.3% | $3,402-3.3% | $3,350-1.8% |
| Admin fee / account holder | $58 | $236-75.3% | $3,591-98.4% | $521-88.8% |