Filed April 20, 2012
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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $503,291 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $243,132 |
MELTON & MELTON LLP1 year Service code 10 · EIN 74-1550819 | Accounting | $15,123 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $130,166 | $96,458+34.9% | $136,298-4.5% | $77,958+67.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.9%+18.1pp | 71.6%+28.4pp |
| Annual return | 14.79% | 23.78%-9.0pp | 5156.27%-5141.5pp | 20.87%-6.1pp |
| Employer contribution / active EE | $3,903 | $3,144+24.1% | $4,696-16.9% | $2,310+68.9% |
| Participant deferral / active EE | $7,620 | $5,902+29.1% | $6,247+22.0% | $3,537+115.5% |
| Admin fee / account holder | $417 | $80+418.7% | $9,244-95.5% | $97+328.5% |