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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $24,753 |
TRUOG-RYDING COMPANY, INC.2+ years Service code 13 · EIN 95-3497679 2659 TOWNSGATE RD., STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $7,407 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $3,795 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 | Investment Management | $197 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,800 | $84,784-75.5% | $98,439-78.9% | $74,419-72.0% |
| Participation rate | 65.1% | 81.5%-16.4pp | 75.2%-10.0pp | 70.7%-5.6pp |
| Annual return | 23.93% | 20.59%+3.3pp | 21.16%+2.8pp | 34.38%-10.5pp |
| Employer contribution / active EE | $2,190 | $3,364-34.9% | $3,048-28.2% | $2,637-17.0% |
| Participant deferral / active EE | $4,137 | $5,218-20.7% | $4,738-12.7% | $4,528-8.6% |
| Admin fee / account holder | $163 | $204-20.5% | $8,948-98.2% | $348-53.3% |