Filed July 11, 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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $24,353 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $20,193 |
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $11,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,978 | $87,173-24.3% | $59,899+10.1% | $75,289-12.4% |
| Participation rate | 65.7% | 74.5%-8.8pp | 74.7%-9.0pp | 72.4%-6.7pp |
| Annual return | -1.98% | -2.14%+0.2pp | 3.46%-5.4pp | -0.04%-1.9pp |
| Employer contribution / active EE | $1,180 | $3,473-66.0% | $2,723-56.7% | $2,405-50.9% |
| Participant deferral / active EE | $4,061 | $3,379+20.2% | $3,402+19.4% | $3,739+8.6% |
| Admin fee / account holder | $42 | $75-43.3% | $3,592-98.8% | $102-58.6% |