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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 | Consulting | $22,935 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 22 · EIN 20-1665305 | Insurance Broker | $0 |
Service code 22 · EIN 47-1411118 | Insurance Broker | $0 |
Filed as: TRUOG-RYDING COMPANY INC Service code 16 · EIN 95-3497679 | Consulting | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,032 | $59,105+20.2% | $160,009-55.6% | $66,938+6.1% |
| Participation rate | 97.4% | 68.1%+29.4pp | 78.0%+19.5pp | 69.8%+27.6pp |
| Annual return | -13.35% | -12.26%-1.1pp | 408.85%-422.2pp | 1.58%-14.9pp |
| Employer contribution / active EE | $1,158 | $1,983-41.6% | $4,225-72.6% | $2,545-54.5% |
| Participant deferral / active EE | $4,427 | $4,395+0.7% | $6,183-28.4% | $4,238+4.5% |
| Admin fee / account holder | $28 | $591-95.2% | $8,715-99.7% | $594-95.2% |