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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 14 · EIN 39-1897480 | Plan Administrator | $24,000 |
Service code 49 · EIN 04-1590850 | Other Services | $18,797 |
CITRIN COOPERMAN4 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $15,300 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 22-2370029 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
NATIXIS FUNDS4 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL ADVISORS, INC Service code 52 · EIN 47-2342699 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1424600 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,587 | $79,519+115.8% | $95,952+78.8% | $73,409+133.7% |
| Participation rate | 99.2% | 81.2%+18.0pp | 77.1%+22.1pp | 72.2%+27.0pp |
| Annual return | 18.52% | 19.20%-0.7pp | 91.61%-73.1pp | 59.29%-40.8pp |
| Employer contribution / active EE | $2,314 | $2,048+13.0% | $2,541-8.9% | $2,234+3.6% |
| Participant deferral / active EE | $6,230 | $4,138+50.6% | $4,167+49.5% | $3,805+63.7% |
| Admin fee / account holder | $63 | $184-65.7% | $6,795-99.1% | $158-60.0% |