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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH10+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 28 · EIN 42-1445429 | Investment Management | $110,822 |
EIDE BAILLY LLP8 years Service code 10 · EIN 45-0250958 | Accounting | $16,275 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,881 | $93,351-1.6% | $62,929+46.0% | $79,634+15.4% |
| Participation rate | 98.4% | 74.6%+23.7pp | 73.1%+25.3pp | 62.5%+35.9pp |
| Annual return | 8.21% | 14.37%-6.2pp | 1063.93%-1055.7pp | 36.46%-28.3pp |
| Employer contribution / active EE | $3,117 | $3,135-0.6% | $2,505+24.4% | $2,529+23.2% |
| Participant deferral / active EE | $3,268 | $3,921-16.7% | $3,888-16.0% | $3,835-14.8% |
| Admin fee / account holder | $93 | $229-59.4% | $5,065-98.2% | $1,002-90.7% |