Filed November 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $47,571 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 39-1897480 | Advisory (Plan) | $10,000 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $10,000 |
Service code 52 | Indirect Investment Fees | $49 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 52 · EIN 84-0512589 | Indirect Investment Fees | $0 |
COHEN & STEERS4 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
FEDERATED2 years Service code 52 · EIN 25-1111467 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,890 | $52,293+16.4% | $178,499-65.9% | $73,412-17.1% |
| Participation rate | 91.1% | 65.3%+25.8pp | 81.9%+9.2pp | 72.2%+18.9pp |
| Annual return | 13.86% | 34.75%-20.9pp | 151.10%-137.2pp | 59.30%-45.4pp |
| Employer contribution / active EE | $2,050 | $1,735+18.2% | $5,011-59.1% | $2,234-8.2% |
| Participant deferral / active EE | $3,521 | $2,332+51.0% | $5,202-32.3% | $3,806-7.5% |
| Admin fee / account holder | $199 | $127+55.9% | $13,986-98.6% | $158+25.7% |