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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 28 · EIN 42-1445429 | Investment Management | $98,242 |
DAVIS, KINARD & CO., PC1+ years Service code 10 · EIN 75-1332266 | Accounting | $6,300 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,141 | $68,408-20.9% | $57,196-5.3% | $57,658-6.1% |
| Participation rate | 98.5% | 79.1%+19.4pp | 75.3%+23.2pp | 70.2%+28.3pp |
| Annual return | 6.87% | 8.51%-1.6pp | 14.59%-7.7pp | 5.13%+1.7pp |
| Employer contribution / active EE | $2,855 | $2,869-0.5% | $2,683+6.4% | $1,974+44.6% |
| Participant deferral / active EE | $2,751 | $2,903-5.2% | $3,096-11.1% | $3,061-10.1% |
| Admin fee / account holder | $68 | $70-2.3% | $3,141-97.8% | $95-28.0% |