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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 55 · EIN 42-1445429 | Other Commissions | $36,555 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $725 |
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 | $31,687 | $70,002-54.7% | $115,037-72.5% | $52,331-39.4% |
| Participation rate | 79.8% | 72.1%+7.7pp | 81.4%-1.6pp | 68.1%+11.7pp |
| Annual return | 0.51% | 4.04%-3.5pp | 26.14%-25.6pp | 4.54%-4.0pp |
| Employer contribution / active EE | $2,341 | $2,715-13.8% | $4,608-49.2% | $1,882+24.4% |
| Participant deferral / active EE | $6,161 | $4,920+25.2% | $6,026+2.2% | $3,022+103.9% |
| Admin fee / account holder | $2 | $566-99.6% | $8,175-100.0% | $592-99.6% |