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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE RESEARCH INVESTMENT AD Service code 99 · EIN 11-1000111 | Other Fees | $14,156 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,008 | $76,112-22.5% | $96,544-38.9% | $71,529-17.5% |
| Participation rate | 81.1% | 74.4%+6.7pp | 76.0%+5.1pp | 67.9%+13.2pp |
| Annual return | 11.04% | 22.80%-11.8pp | 25.88%-14.8pp | 28.97%-17.9pp |
| Employer contribution / active EE | $2,071 | $2,248-7.9% | $2,966-30.2% | $2,590-20.0% |
| Participant deferral / active EE | $3,304 | $4,217-21.7% | $4,851-31.9% | $4,291-23.0% |
| Admin fee / account holder | $48 | $2,708-98.2% | $8,254-99.4% | $1,588-97.0% |