Retirement plan

CDI CORPORATION 401(K) SAVINGS PLAN

Name: CDI CORPORATION - CDI CORPORATION 401(K) SAVINGS PLAN (2016) Form 5500
Creator: CDI CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CDI CORPORATION 401(K) SAVINGS PLAN, CDI CORPORATION

CDI CORPORATIONEIN 23-1341909Plan #004PY 2016

1735 MARKET STREET SUITE 200 - PHILADELPHIA, PA 19103205-282-8609cdicorp.comLinkedIn10001+ employeesexecutive office

Prospect flagsLow returnsLow employer contributionCorrective distributions

Top hat statement on fileNQDC

Filed September 28, 1992

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$275M

+2.6% from 2015

Total participants

9,055

-5.8% from 2015

Average account balance

$35,632

-7.6% from 2015

Annual return

6.06%

+5.38 pp from 2015

Benchmarks

See 77 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants5,000-9,999

Cohort77 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$239.10M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

2,676

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.

90.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.32M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+17.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$133

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

1 years with F_SCH_H allocation on file

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Service providers

Top 8 by compensation

Provider	Service type	Compensation
UBS FINANCIAL SERVICES INC1 year Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238	Advisory (Plan)	$262,674
DECHERT LLP2+ years Service code 29 2929 ARCH ST CIRA CENTRE · PHILADELPHIA, PA 19104	Legal	$78,501
KPMG LLP1 year Service code 10 PO BOX 120608 · DALLAS, TX 753120608	Accounting	$40,000
CDI CORPORATION1 year Service code 99 1801 MARKET ST 14TH FL · PHILADELPHIA, PA 19103	Other Fees	$38,000
ADP BROKER-DEALER1 year Filed as: AUTOMATIC DATA PROCESSING INC DBA A Service code 99 ONE ADP DRIVE MS-100 · AGUSTA, GA 30909	Other Fees	$22,950
MATRIX TRUST COMPANY2+ years Filed as: BROADRIDGE INVESTOR COMMUNICATION S Service code 99 51 MERCEDES WAY · EDGEWOOD, NY 11717	Other Fees	$4,275
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping	$1,504
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256	Consulting	$1,200

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$451K

$78 / participant

Investment mgmt$269K59.6%
Contract admin$2K0.3%
Other / not subdivided$181K40.1%

% of EOY assets

0.164%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FISCHER CUNNANE & ASSOCIATES LTD
Auditor EIN: 233060583
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,632

$86,372-58.7%

$123,894-71.2%

$65,292-45.4%

Participation rate

76.8%

76.9%-0.2pp

81.4%-4.7pp

72.4%+4.3pp

Annual return

6.06%

11.27%-5.2pp

47.52%-41.5pp

11.84%-5.8pp

Employer contribution / active EE

$438

$2,838-84.6%

$4,617-90.5%

$2,302-81.0%

Participant deferral / active EE

$3,949

$5,625-29.8%

$5,984-34.0%

$3,579+10.3%

Admin fee / account holder

$58

$53+10.6%

$8,357-99.3%

$57+1.9%

Provider

Service type

Compensation

UBS FINANCIAL SERVICES INC1 year

Service code 27

315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238

Advisory (Plan)

$262,674

DECHERT LLP2+ years

Service code 29

2929 ARCH ST CIRA CENTRE · PHILADELPHIA, PA 19104

Legal

$78,501

KPMG LLP1 year

Service code 10

PO BOX 120608 · DALLAS, TX 753120608

Accounting

$40,000

CDI CORPORATION1 year

Service code 99

1801 MARKET ST 14TH FL · PHILADELPHIA, PA 19103

Other Fees

$38,000

ADP BROKER-DEALER1 year

Filed as: AUTOMATIC DATA PROCESSING INC DBA A

Service code 99

ONE ADP DRIVE MS-100 · AGUSTA, GA 30909

Other Fees

$22,950

MATRIX TRUST COMPANY2+ years

Filed as: BROADRIDGE INVESTOR COMMUNICATION S

Service code 99

51 MERCEDES WAY · EDGEWOOD, NY 11717

Other Fees

$4,275

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Service code 15

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping

$1,504

QDRO CONSULTANTS COMPANY, LLC2+ years

Filed as: QDRO CONSULTANTS CO LLC

Service code 16

3071 PEARL ROAD · MEDINA, OH 44256

Consulting

$1,200

CDI CORPORATION 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CDI CORPORATION 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

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