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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT ADVISOR Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $6,145 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,692 |
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 | $31,329 | $79,223-60.5% | $102,460-69.4% | $74,478-57.9% |
| Participation rate | 52.1% | 74.8%-22.7pp | 76.5%-24.4pp | 67.2%-15.2pp |
| Annual return | 34.58% | 54.98%-20.4pp | 29.47%+5.1pp | 1370.56%-1336.0pp |
| Employer contribution / active EE | $1,731 | $2,363-26.8% | $3,025-42.8% | $2,626-34.1% |
| Participant deferral / active EE | $3,551 | $4,417-19.6% | $5,056-29.8% | $4,350-18.4% |
| Admin fee / account holder | $91 | $2,003-95.5% | $9,460-99.0% | $1,946-95.3% |