Filed May 23, 2016
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $55,267 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $21,185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,172 | $71,666-14.6% | $117,860-48.1% | $69,631-12.1% |
| Participation rate | 68.5% | 77.5%-9.0pp | 79.7%-11.2pp | 70.7%-2.2pp |
| Annual return | 15.82% | 18.86%-3.0pp | 335.10%-319.3pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $651 | $1,889-65.6% | $3,786-82.8% | $2,032-68.0% |
| Participant deferral / active EE | $2,635 | $3,340-21.1% | $4,482-41.2% | $3,224-18.2% |
| Admin fee / account holder | $315 | $120+161.5% | $8,021-96.1% | $110+184.9% |