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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,070 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $9,371 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,325 | $50,902-73.8% | $155,534-91.4% | $77,736-82.9% |
| Participation rate | 80.8% | 63.1%+17.7pp | 78.2%+2.5pp | 70.6%+10.2pp |
| Annual return | 17.49% | 34.85%-17.4pp | 64.92%-47.4pp | 31.26%-13.8pp |
| Employer contribution / active EE | $1,089 | $1,991-45.3% | $4,675-76.7% | $2,728-60.1% |
| Participant deferral / active EE | $1,676 | $2,824-40.6% | $5,630-70.2% | $4,651-64.0% |
| Admin fee / account holder | $160 | $437-63.4% | $15,900-99.0% | $433-63.1% |