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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC Service code 27 · EIN 42-1445429 1775 PLEASANT PLAIN RD · FAIRFIELD, IA 525668757 | Advisory (Plan) | $34,650 |
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 | $75,515 | $68,408+10.4% | $57,181+32.1% | $57,658+31.0% |
| Participation rate | 98.9% | 79.1%+19.8pp | 75.3%+23.6pp | 70.2%+28.7pp |
| Annual return | 7.23% | 8.51%-1.3pp | 14.59%-7.4pp | 5.13%+2.1pp |
| Employer contribution / active EE | $2,847 | $2,869-0.8% | $2,682+6.1% | $1,974+44.2% |
| Participant deferral / active EE | $3,262 | $2,903+12.4% | $3,096+5.4% | $3,061+6.6% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |