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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 28 · EIN 42-1445429 | Investment Management | $98,768 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $10,000 |
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 | $66,480 | $84,948-21.7% | $70,476-5.7% | $73,412-9.4% |
| Participation rate | 98.8% | 79.9%+18.8pp | 75.1%+23.7pp | 72.2%+26.6pp |
| Annual return | 11.56% | 13.39%-1.8pp | 109.12%-97.6pp | 59.30%-47.7pp |
| Employer contribution / active EE | $3,088 | $2,834+9.0% | $2,738+12.8% | $2,234+38.3% |
| Participant deferral / active EE | $2,970 | $3,387-12.3% | $3,710-19.9% | $3,806-22.0% |
| Admin fee / account holder | $70 | $98-28.3% | $3,847-98.2% | $158-55.5% |