Filed June 21, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $204,191 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 27 · EIN 48-1188446 | Advisory (Plan) | $186,029 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,424 | $54,281-82.6% | $60,547-84.4% | $59,188-84.1% |
| Participation rate | 65.2% | 66.8%-1.6pp | 68.0%-2.8pp | 69.4%-4.3pp |
| Annual return | -5.64% | 1.74%-7.4pp | 335.64%-341.3pp | 5.51%-11.2pp |
| Employer contribution / active EE | $230 | $2,031-88.7% | $2,419-90.5% | $2,098-89.0% |
| Participant deferral / active EE | $1,209 | $2,789-56.7% | $3,328-63.7% | $3,265-63.0% |
| Admin fee / account holder | $122 | $64+88.6% | $4,536-97.3% | $92+31.9% |