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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH7+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 28 · EIN 42-1445429 | Investment Management | $112,728 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $19,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,913 | $79,151-15.5% | $60,906+9.9% | $64,819+3.2% |
| Participation rate | 97.5% | 77.7%+19.8pp | 73.1%+24.4pp | 71.5%+26.1pp |
| Annual return | -13.67% | -7.12%-6.5pp | 16.94%-30.6pp | 32.84%-46.5pp |
| Employer contribution / active EE | $3,030 | $3,052-0.7% | $2,703+12.1% | $2,507+20.9% |
| Participant deferral / active EE | $2,966 | $3,727-20.4% | $3,814-22.2% | $4,311-31.2% |
| Admin fee / account holder | $85 | $106-19.2% | $3,227-97.4% | $188-54.5% |