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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $9,944 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,077 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,850 | $56,540-47.2% | $185,851-83.9% | $86,821-65.6% |
| Participation rate | 62.4% | 65.5%-3.2pp | 81.7%-19.4pp | 72.3%-9.9pp |
| Annual return | 32.85% | 118.20%-85.4pp | 122.11%-89.3pp | 97.94%-65.1pp |
| Employer contribution / active EE | $1,227 | $1,844-33.5% | $5,168-76.3% | $2,406-49.0% |
| Participant deferral / active EE | $2,325 | $2,555-9.0% | $5,569-58.2% | $4,132-43.7% |
| Admin fee / account holder | $49 | $150-67.4% | $16,245-99.7% | $170-71.2% |