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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 | $0 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $146,927 | $73,638+99.5% | $95,964+53.1% | $73,497+99.9% |
| Participation rate | 91.7% | 76.2%+15.6pp | 77.1%+14.7pp | 70.7%+21.1pp |
| Annual return | 20.71% | 16.78%+3.9pp | 91.64%-70.9pp | 28.51%-7.8pp |
| Employer contribution / active EE | $2,952 | $1,863+58.4% | $2,541+16.2% | $2,270+30.0% |
| Participant deferral / active EE | $8,753 | $3,617+142.0% | $4,167+110.1% | $3,740+134.1% |
| Admin fee / account holder | $221 | $482-54.2% | $6,797-96.7% | $513-56.9% |