Retirement plan

EMPLOYEE BENEFIT PLAN OF CAMBEY WEST, INC.

Name: CAMBEY WEST, INC. - EMPLOYEE BENEFIT PLAN OF CAMBEY WEST, INC. (2019) Form 5500
Creator: CAMBEY WEST, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF CAMBEY WEST, INC., CAMBEY WEST, INC.

CAMBEY WEST, INC.EIN 13-3368003Plan #001PY 2019

120 N ROUTE 9W - CONGERS, NY 109201729845-267-3490cambeywest.comLinkedIn11-50 employeesinformation technology and services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.5M

+27.0% from 2018

Total participants

+6.7% from 2018

Average account balance

$109,785

+19.1% from 2018

Annual return

21.04%

+21.04 pp from 2018

Benchmarks

See 3,017 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort3,017 peers

Snapshot2019

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.08M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$179K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

117.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$219K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.87%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$12080

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2T

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$8K

$287 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.221%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$109,785

$63,365+73.3%

$91,994+19.3%

$72,975+50.4%

Participation rate

100.0%

72.5%+27.5pp

78.6%+21.4pp

69.5%+30.5pp

Annual return

21.04%

35.35%-14.3pp

69.04%-48.0pp

81.01%-60.0pp

Employer contribution / active EE

$3,140

$2,116+48.4%

$3,453-9.1%

$2,440+28.7%

Participant deferral / active EE

$3,247

$4,883-33.5%

$5,924-45.2%

$3,608-10.0%

Admin fee / account holder

$243

$4,670-94.8%

$7,744-96.9%

$5,124-95.3%

EMPLOYEE BENEFIT PLAN OF CAMBEY WEST, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF CAMBEY WEST, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion