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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE RESEARCH GROUP Service code 27 · EIN 20-1665305 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IN 52556 | Advisory (Plan) | $41,204 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $450 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,374 | $82,133+22.2% | $147,318-31.9% | $64,097+56.6% |
| Participation rate | 92.9% | 62.3%+30.6pp | 82.1%+10.8pp | 55.2%+37.7pp |
| Annual return | 29.82% | 78.78%-49.0pp | 70.43%-40.6pp | 34.64%-4.8pp |
| Employer contribution / active EE | $8,036 | $2,872+179.8% | $4,593+75.0% | $1,891+324.8% |
| Participant deferral / active EE | $19,116 | $5,407+253.5% | $7,906+141.8% | $3,080+520.7% |
| Admin fee / account holder | $197 | $3,730-94.7% | $13,708-98.6% | $3,454-94.3% |