Filed July 25, 2018 (most recent of 4 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $338,942 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 39-1897480 | Advisory (Plan) | $108,760 |
SEIM JOHNSON, LLP1 year Service code 10 · EIN 47-6097913 | Accounting | $5,390 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
Service code 52 · EIN 22-2370029 | Indirect Investment Fees | $0 |
Filed as: DREYFUS Service code 52 · EIN 04-2694144 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | 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 | $69,007 | $44,989+53.4% | $170,435-59.5% | $77,958-11.5% |
| Participation rate | 96.0% | 64.6%+31.4pp | 83.6%+12.4pp | 71.6%+24.4pp |
| Annual return | 18.92% | 19.61%-0.7pp | 205.94%-187.0pp | 20.87%-1.9pp |
| Employer contribution / active EE | $3,565 | $1,466+143.1% | $5,432-34.4% | $2,310+54.3% |
| Participant deferral / active EE | $4,839 | $2,208+119.2% | $4,939-2.0% | $3,537+36.8% |
| Admin fee / account holder | $111 | $69+60.9% | $13,881-99.2% | $97+13.9% |