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 49 · EIN 04-1590850 | Other Services | $504,202 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $76,000 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
Filed as: BNY MELLON Service code 52 · EIN 04-2694144 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DIAMOND HILL2 years Service code 52 · EIN 31-6547095 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 22-2370029 | Indirect Investment Fees | $0 |
IVY FUNDS3 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years 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 | $72,282 | $47,456+52.3% | $172,757-58.2% | $77,775-7.1% |
| Participation rate | 98.4% | 66.3%+32.1pp | 82.6%+15.7pp | 73.2%+25.2pp |
| Annual return | 22.24% | 35.57%-13.3pp | 803.06%-780.8pp | 32.58%-10.3pp |
| Employer contribution / active EE | $3,282 | $1,574+108.5% | $5,144-36.2% | $2,504+31.1% |
| Participant deferral / active EE | $5,023 | $2,560+96.3% | $5,198-3.4% | $3,966+26.7% |
| Admin fee / account holder | $159 | $81+96.7% | $13,956-98.9% | $100+58.9% |