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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 | $86,795+5.9% | $67,681+35.8% | $64,728+42.0% |
| Participation rate | 98.4% | 71.7%+26.7pp | 73.7%+24.6pp | 57.9%+40.5pp |
| Annual return | 8.21% | 12.58%-4.4pp | 590.58%-582.4pp | 49.38%-41.2pp |
| Employer contribution / active EE | $3,117 | $2,837+9.8% | $2,678+16.4% | $2,243+39.0% |
| Participant deferral / active EE | $3,268 | $3,430-4.7% | $3,976-17.8% | $2,729+19.7% |
| Admin fee / account holder | $93 | $238-61.0% | $6,100-98.5% | $1,145-91.9% |