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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 28 · EIN 42-1445429 | Investment Management | $89,849 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $9,000 |
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 | $61,651 | $95,542-35.5% | $69,464-11.2% | $67,579-8.8% |
| Participation rate | 98.5% | 79.4%+19.1pp | 74.6%+23.9pp | 71.3%+27.2pp |
| Annual return | 2.99% | 17.67%-14.7pp | 28.98%-26.0pp | 378.56%-375.6pp |
| Employer contribution / active EE | $3,241 | $2,989+8.4% | $2,779+16.6% | $2,148+50.9% |
| Participant deferral / active EE | $3,068 | $3,263-6.0% | $3,536-13.2% | $3,539-13.3% |
| Admin fee / account holder | $65 | $90-28.1% | $3,840-98.3% | $142-54.6% |