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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $38,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,345 |
TD AMERITRADE, INC.5+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $403 |
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 | $128,794 | $65,376+97.0% | $87,104+47.9% | $65,185+97.6% |
| Participation rate | 92.6% | 75.3%+17.2pp | 76.9%+15.7pp | 70.2%+22.4pp |
| Annual return | 21.39% | 31.27%-9.9pp | 28.19%-6.8pp | 29.38%-8.0pp |
| Employer contribution / active EE | $2,835 | $1,822+55.6% | $2,521+12.4% | $2,177+30.2% |
| Participant deferral / active EE | $8,249 | $3,388+143.5% | $4,048+103.8% | $3,514+134.8% |
| Admin fee / account holder | $227 | $520-56.3% | $7,491-97.0% | $847-73.2% |