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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENTS RESEARCH Service code 28 · EIN 20-1665305 ADVISORS, INC. · FAIRFIELD, IA 525560000 | Investment Management | $0 |
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 | $8,387 | $34,634-75.8% | $77,096-89.1% | $64,819-87.1% |
| Participation rate | 41.5% | 49.8%-8.3pp | 67.9%-26.4pp | 71.5%-30.0pp |
| Annual return | 0.00% | -5.31%+5.3pp | 42.35%-42.3pp | 32.84%-32.8pp |
| Employer contribution / active EE | $1,176 | $1,385-15.1% | $2,814-58.2% | $2,507-53.1% |
| Participant deferral / active EE | $1,874 | $2,553-26.6% | $4,429-57.7% | $4,311-56.5% |
| Admin fee / account holder | $72 | $178-59.4% | $5,428-98.7% | $188-61.4% |