Filed February 7, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $817,262 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $103,446 |
KPMG LLP4+ years Service code 10 · EIN 13-5565207 | Accounting | $37,000 |
PRICEWATERHOUSECOOPERS LLP4+ years Service code 11 · EIN 13-4008324 | Actuarial | $16,973 |
GIMBEL ABRAMS & SINGER4+ years Service code 10 · EIN 36-3663184 | Accounting | $9,860 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | -3.40% | -3.37%0pp | -61.72%+58.3pp | 0.19%-3.6pp |
| Employer contribution / active EE | $147,844 | $36,881+300.9% | $47,703+209.9% | $13,763+974.2% |
| Participant deferral / active EE | $0 | $10,776-100.0% | $135-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |