Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 PLEASANT PLAIN RD. · FAIRFIELD, IA 52556 | Advisory (Plan) | $25,014 |
Service code 64 8515 ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,496 |
PREMIER PLAN CONSULTANTS2 years Service code 13 6215 FERRIS SQ · SAN DIEGO, CA 92121 | Contract Administrator | $7,876 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLSAGE, CO 80111 | Investment Management | $2,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,829 | $42,419-67.4% | $104,301-86.7% | $77,906-82.2% |
| Participation rate | 28.8% | 51.6%-22.8pp | 73.3%-44.5pp | 73.7%-44.9pp |
| Annual return | -7.52% | -11.16%+3.6pp | 24.61%-32.1pp | 12.16%-19.7pp |
| Employer contribution / active EE | $0 | $1,105-100.0% | $3,373-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $1,843 | $1,992-7.5% | $4,626-60.2% | $4,805-61.6% |
| Admin fee / account holder | $110 | $117-6.3% | $7,340-98.5% | $133-17.1% |