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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $16,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 WAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,447 | $58,101-1.1% | $118,914-51.7% | $73,412-21.7% |
| Participation rate | 31.9% | 56.1%-24.2pp | 75.4%-43.5pp | 72.2%-40.2pp |
| Annual return | 13.35% | 20.56%-7.2pp | 35.89%-22.5pp | 59.30%-46.0pp |
| Employer contribution / active EE | $825 | $1,445-42.9% | $3,264-74.7% | $2,234-63.1% |
| Participant deferral / active EE | $1,677 | $2,400-30.1% | $4,266-60.7% | $3,806-55.9% |
| Admin fee / account holder | $174 | $138+26.3% | $6,582-97.4% | $158+10.4% |