Filed May 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH3+ years Service code 16 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Consulting | $60,157 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $2,559 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $110,374 | $155,795-29.2% | $136,298-19.0% | $69,631+58.5% |
| Participation rate | 78.4% | 75.2%+3.1pp | 81.9%-3.5pp | 70.7%+7.7pp |
| Annual return | 15.79% | 232464.33%-232448.5pp | 5156.27%-5140.5pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $1,593 | $2,991-46.7% | $4,696-66.1% | $2,032-21.6% |
| Participant deferral / active EE | $5,864 | $5,394+8.7% | $6,247-6.1% | $3,224+81.9% |
| Admin fee / account holder | $9 | $128-93.2% | $9,244-99.9% | $110-92.1% |