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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 28 · EIN 42-1445429 | Investment Management | $92,265 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $6,300 |
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 | $61,740 | $70,083-11.9% | $59,887+3.1% | $55,725+10.8% |
| Participation rate | 98.2% | 78.4%+19.9pp | 74.7%+23.5pp | 70.9%+27.4pp |
| Annual return | 8.34% | 3.13%+5.2pp | 3.46%+4.9pp | 244.93%-236.6pp |
| Employer contribution / active EE | $2,947 | $2,878+2.4% | $2,722+8.3% | $2,078+41.8% |
| Participant deferral / active EE | $2,868 | $3,079-6.8% | $3,402-15.7% | $3,356-14.5% |
| Admin fee / account holder | $65 | $70-8.1% | $3,591-98.2% | $115-43.9% |