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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,966 |
Filed as: CAMBRIDGE INVEST RESEARCH ADVISOR Service code 26 · EIN 20-1665305 | Advisory (Participants) | $5,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $22,575 | $55,453-59.3% | $170,435-86.8% | $62,293-63.8% |
| Participation rate | 54.9% | 66.4%-11.5pp | 83.6%-28.7pp | 69.5%-14.6pp |
| Annual return | 22.34% | 21.38%+1.0pp | 205.94%-183.6pp | 28.90%-6.6pp |
| Employer contribution / active EE | $1,341 | $2,164-38.0% | $5,432-75.3% | $2,042-34.3% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $54 | $455-88.2% | $13,881-99.6% | $479-88.8% |