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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 28 · EIN 42-1445429 | Investment Management | $100,647 |
DAVIS, KINARD & CO., PC2+ years Service code 10 · EIN 75-1332266 | Accounting | $6,300 |
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 | $57,029 | $74,552-23.5% | $63,018-9.5% | $69,631-18.1% |
| Participation rate | 98.1% | 78.3%+19.8pp | 74.8%+23.3pp | 70.7%+27.4pp |
| Annual return | 11.06% | 15.77%-4.7pp | 87.62%-76.6pp | 27571.02%-27560.0pp |
| Employer contribution / active EE | $2,942 | $2,929+0.5% | $2,761+6.6% | $2,032+44.8% |
| Participant deferral / active EE | $2,823 | $2,974-5.1% | $3,330-15.2% | $3,224-12.4% |
| Admin fee / account holder | $69 | $59+16.4% | $3,601-98.1% | $110-37.4% |