Retirement plan

CENTER FOR INTERNET SECURITY 401(K) PLAN

Name: CENTER FOR INTERNET SECURITY, INC. - CENTER FOR INTERNET SECURITY 401(K) PLAN (2020) Form 5500
Creator: CENTER FOR INTERNET SECURITY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTER FOR INTERNET SECURITY 401(K) PLAN, CENTER FOR INTERNET SECURITY, INC.

CENTER FOR INTERNET SECURITY, INC.EIN 52-2278213Plan #001PY 2020

31 TECH VALLEY DRIVE - EAST GREENBUSH, NY 12061518-266-3460cisecurity.orgLinkedIn201-500 employeescomputer & network security

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed October 1, 2024

Plan administrator

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31 Tech Valley Dr

East Greenbush, NY 12110

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Plans declared (1)

Plan name not on file30 emp

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Total assets (EOY)

$17.6M

+31.7% from 2019

Total participants

324

+23.7% from 2019

Average account balance

$62,991

+5.3% from 2019

Annual return

20.58%

-6.35 pp from 2019

Benchmarks

See 2,819 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,819 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$46.90M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$92K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

510

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

85.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.47M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.62%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$381

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH2 years Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085	Pension Consulting	$40,146
PRINCIPAL LIFE INSURANCE COMPANY3 years Service code 13 · EIN 42-0127290	Contract Administrator	$33,063
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS INC Service code 13 · EIN 06-1504963	Contract Administrator	$5,458

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$73K

$268 / participant

Contract admin$33K45.2%
Other / not subdivided$40K54.8%

% of EOY assets

0.416%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BST & CO CPAS LLP
Auditor EIN: 141442607
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$62,991

$100,801-37.5%

$149,745-57.9%

$73,412-14.2%

Participation rate

83.5%

77.7%+5.8pp

82.5%+1.0pp

72.2%+11.3pp

Annual return

20.58%

265.34%-244.8pp

276.72%-256.1pp

59.30%-38.7pp

Employer contribution / active EE

$3,314

$3,312+0.1%

$4,646-28.7%

$2,234+48.4%

Participant deferral / active EE

$6,890

$6,404+7.6%

$6,843+0.7%

$3,806+81.0%

Admin fee / account holder

$262

$181+45.1%

$9,312-97.2%

$158+66.1%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH2 years

Filed as: MERRILL LYNCH

Service code 17 · EIN 13-5674085

Pension Consulting

$40,146

PRINCIPAL LIFE INSURANCE COMPANY3 years

Service code 13 · EIN 42-0127290

Contract Administrator

$33,063

ADP BROKER-DEALER2 years

Filed as: PENSION CONSULTANTS INC

Service code 13 · EIN 06-1504963

Contract Administrator

$5,458

CENTER FOR INTERNET SECURITY 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR INTERNET SECURITY 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion