Filed February 22, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 15 · EIN 39-1897480 | Recordkeeping | $152,465 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $68,105 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,916 | $91,746-72.8% | $146,649-83.0% | $93,010-73.2% |
| Participation rate | 93.3% | 80.9%+12.3pp | 80.1%+13.2pp | 73.9%+19.4pp |
| Annual return | 15.53% | 18.28%-2.8pp | 22.75%-7.2pp | 158.70%-143.2pp |
| Employer contribution / active EE | $1,066 | $2,815-62.1% | $4,137-74.2% | $2,705-60.6% |
| Participant deferral / active EE | $2,779 | $4,589-39.4% | $5,506-49.5% | $4,561-39.1% |
| Admin fee / account holder | $179 | $101+77.0% | $10,281-98.3% | $152+18.1% |