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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH9+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 28 · EIN 42-1445429 | Investment Management | $116,070 |
EIDE BAILLY LLP7 years Service code 10 · EIN 45-0250958 | Accounting | $15,750 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,023 | $91,710-5.1% | $67,560+28.8% | $77,762+11.9% |
| Participation rate | 99.0% | 76.0%+22.9pp | 72.9%+26.0pp | 70.6%+28.4pp |
| Annual return | 15.58% | 14.88%+0.7pp | 3533.50%-3517.9pp | 31.27%-15.7pp |
| Employer contribution / active EE | $3,162 | $3,187-0.8% | $2,737+15.6% | $2,728+15.9% |
| Participant deferral / active EE | $3,144 | $3,911-19.6% | $4,004-21.5% | $4,651-32.4% |
| Admin fee / account holder | $94 | $245-61.7% | $3,994-97.7% | $433-78.3% |