Filed November 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $39,354 |
Filed as: CAMBRIDGE INVESTMENT GROUP, INC. Service code 27 · EIN 39-1897480 | Advisory (Plan) | $20,000 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $40 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
COHEN & STEERS2 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: DREYFUS Service code 52 · EIN 84-0512589 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
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 | $60,498 | $37,196+62.6% | $154,111-60.7% | $55,725+8.6% |
| Participation rate | 76.8% | 64.1%+12.7pp | 83.0%-6.3pp | 70.9%+5.9pp |
| Annual return | -6.26% | 1319.68%-1325.9pp | 735.18%-741.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $1,467 | $1,614-9.1% | $5,298-72.3% | $2,078-29.4% |
| Participant deferral / active EE | $2,469 | $2,068+19.4% | $5,081-51.4% | $3,356-26.4% |
| Admin fee / account holder | $177 | $102+74.7% | $13,411-98.7% | $115+54.1% |