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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $346,224 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $38,000 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $38,000 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DIAMOND HILL3 years Service code 52 · EIN 31-6547095 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 22-2370029 | Indirect Investment Fees | $0 |
IVY FUNDS4 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 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 | $85,744 | $56,095+52.9% | $178,503-52.0% | $90,274-5.0% |
| Participation rate | 98.6% | 65.6%+33.1pp | 81.9%+16.7pp | 73.4%+25.3pp |
| Annual return | 15.70% | 28.81%-13.1pp | 151.12%-135.4pp | 53.97%-38.3pp |
| Employer contribution / active EE | $3,426 | $1,572+117.9% | $5,011-31.6% | $2,523+35.8% |
| Participant deferral / active EE | $5,153 | $2,669+93.1% | $5,202-0.9% | $4,231+21.8% |
| Admin fee / account holder | $114 | $101+13.7% | $13,987-99.2% | $114+0.3% |