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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 | $59,467-2.6% | $93,727-38.2% | $74,478-22.2% |
| Participation rate | 62.7% | 59.6%+3.1pp | 68.7%-6.0pp | 67.2%-4.5pp |
| Annual return | 12.74% | 82.14%-69.4pp | 133.83%-121.1pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $417 | $1,267-67.1% | $2,421-82.8% | $2,626-84.1% |
| Participant deferral / active EE | $3,473 | $3,052+13.8% | $4,417-21.4% | $4,350-20.2% |
| Admin fee / account holder | $472 | $3,028-84.4% | $8,292-94.3% | $1,946-75.7% |