Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $112,193 |
ARMANINO LLP7 years Service code 10 · EIN 94-6214841 | Accounting | $56,385 |
Service code 13 · EIN 68-0369583 | Contract Administrator | $28,710 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $28,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,169 | $62,686-21.6% | $178,505-72.5% | $77,762-36.8% |
| Participation rate | 99.2% | 66.9%+32.3pp | 77.1%+22.0pp | 70.6%+28.6pp |
| Annual return | 16.51% | 16.16%+0.3pp | 27.16%-10.7pp | 31.27%-14.8pp |
| Employer contribution / active EE | $1,320 | $1,914-31.0% | $3,955-66.6% | $2,728-51.6% |
| Participant deferral / active EE | $5,218 | $4,224+23.5% | $6,280-16.9% | $4,651+12.2% |
| Admin fee / account holder | $390 | $386+1.1% | $10,428-96.3% | $433-9.8% |