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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $209 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,661 | $49,138-90.5% | $84,021-94.5% | $65,185-92.9% |
| Participation rate | 49.4% | 60.7%-11.4pp | 69.0%-19.7pp | 70.2%-20.9pp |
| Annual return | 0.00% | 23.00%-23.0pp | 71.32%-71.3pp | 29.38%-29.4pp |
| Employer contribution / active EE | $758 | $914-17.0% | $1,984-61.8% | $2,177-65.2% |
| Participant deferral / active EE | $1,495 | $2,397-37.6% | $3,239-53.9% | $3,514-57.5% |
| Admin fee / account holder | $2 | $543-99.6% | $6,102-100.0% | $847-99.7% |