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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $20,832 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 801110000 | Recordkeeping Fees | $20,316 |
PINNACLE PLAN DESIGN, LLC8+ years Service code 13 · EIN 20-0397947 1985 E. RIVER ROAD, SUITE 111 · TUCSON, AZ 85718 | Contract Administrator | $5,726 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,544 | $55,423-52.1% | $155,602-82.9% | $74,400-64.3% |
| Participation rate | 98.0% | 61.9%+36.1pp | 78.2%+19.8pp | 67.2%+30.8pp |
| Annual return | 16.61% | 269.07%-252.5pp | 64.81%-48.2pp | 1367.51%-1350.9pp |
| Employer contribution / active EE | $1,698 | $2,266-25.0% | $4,675-63.7% | $2,624-35.3% |
| Participant deferral / active EE | $2,601 | $2,835-8.2% | $5,629-53.8% | $4,348-40.2% |
| Admin fee / account holder | $183 | $1,744-89.5% | $15,923-98.8% | $1,944-90.6% |