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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,558 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $22,531 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $10,952 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,943 | $59,402-2.5% | $93,654-38.1% | $74,546-22.3% |
| Participation rate | 62.7% | 59.7%+3.0pp | 68.7%-6.0pp | 67.2%-4.5pp |
| Annual return | 12.74% | 81.86%-69.1pp | 133.34%-120.6pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $417 | $1,265-67.1% | $2,421-82.8% | $2,624-84.1% |
| Participant deferral / active EE | $3,473 | $3,049+13.9% | $4,413-21.3% | $4,347-20.1% |
| Admin fee / account holder | $472 | $3,023-84.4% | $8,282-94.3% | $1,944-75.7% |