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| Provider | Service type | Compensation |
|---|---|---|
ADMIN3161 year Service code 16 · EIN 81-0759783 | Consulting | $24,790 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,357 |
Filed as: CAMBRIDGE INV RSRCH ADVSRS Service code 16 · EIN 42-1445429 | Consulting | $5,099 |
EDWARD JONES1 year Filed as: EDWARD D JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,784 | $85,171-4.0% | $172,752-52.7% | $72,975+12.1% |
| Participation rate | 52.4% | 70.1%-17.6pp | 82.6%-30.2pp | 69.5%-17.0pp |
| Annual return | 21.93% | 27.32%-5.4pp | 802.97%-781.0pp | 81.01%-59.1pp |
| Employer contribution / active EE | $1,579 | $3,324-52.5% | $5,144-69.3% | $2,440-35.3% |
| Participant deferral / active EE | $2,619 | $3,260-19.7% | $5,198-49.6% | $3,608-27.4% |
| Admin fee / account holder | $604 | $5,880-89.7% | $13,955-95.7% | $5,124-88.2% |