Filed May 23, 2016
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $80,698 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $20,609 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $60,601 | $63,924-5.2% | $108,582-44.2% | $55,167+9.8% |
| Participation rate | 70.5% | 74.3%-3.9pp | 79.6%-9.1pp | 69.0%+1.5pp |
| Annual return | 5.42% | 15.31%-9.9pp | -51.70%+57.1pp | 169.23%-163.8pp |
| Employer contribution / active EE | $672 | $1,879-64.3% | $3,758-82.1% | $1,963-65.8% |
| Participant deferral / active EE | $2,708 | $3,067-11.7% | $4,311-37.2% | $3,054-11.3% |
| Admin fee / account holder | $490 | $618-20.7% | $7,645-93.6% | $504-2.8% |