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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 55 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other Commissions | $15 |
Service code 99 1801 CALIFORNIA STREET, 23RD FLOOR · DENVER, CO 80202 | Other Fees | $1 |
Service code 64 · EIN 84-0467907 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.
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 | $4,003 | $39,286-89.8% | $80,741-95.0% | $79,393-95.0% |
| Participation rate | 21.0% | 41.0%-20.0pp | 54.2%-33.2pp | 70.7%-49.7pp |
| Annual return | 0.00% | 98.95%-98.9pp | 87.30%-87.3pp | 116.87%-116.9pp |
| Employer contribution / active EE | $169 | $594-71.5% | $1,160-85.4% | $2,428-93.0% |
| Participant deferral / active EE | $703 | $1,264-44.4% | $2,145-67.3% | $4,046-82.6% |
| Admin fee / account holder | $0 | $647-100.0% | $3,380-100.0% | $627-100.0% |