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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH9+ years Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $68,849 |
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,441 |
INWEST RETIREMENT SOLUTIONS4 years Service code 17 4305 N GARFIELD STREET · MIDLAND, TX 79705 | Pension Consulting | $14,547 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,334 | $88,203-20.3% | $165,100-57.4% | $74,478-5.6% |
| Participation rate | 65.2% | 73.1%-7.9pp | 78.6%-13.4pp | 67.2%-2.0pp |
| Annual return | 21.86% | 17.13%+4.7pp | 70.21%-48.4pp | 1370.56%-1348.7pp |
| Employer contribution / active EE | $1,198 | $2,601-53.9% | $4,348-72.4% | $2,626-54.4% |
| Participant deferral / active EE | $2,037 | $4,505-54.8% | $6,035-66.2% | $4,350-53.2% |
| Admin fee / account holder | $626 | $2,235-72.0% | $12,696-95.1% | $1,946-67.8% |