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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,908 |
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $27,244 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,276 | $89,282-67.2% | $94,672-69.1% | $74,473-60.7% |
| Participation rate | 50.5% | 82.4%-31.9pp | 80.8%-30.3pp | 70.7%-20.3pp |
| Annual return | 29.25% | 25.96%+3.3pp | 156.89%-127.6pp | 34.36%-5.1pp |
| Employer contribution / active EE | $2,033 | $3,022-32.7% | $3,673-44.6% | $2,638-22.9% |
| Participant deferral / active EE | $4,856 | $8,425-42.4% | $7,417-34.5% | $4,530+7.2% |
| Admin fee / account holder | $136 | $219-37.7% | $7,222-98.1% | $347-60.7% |