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.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $31,734 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $19,423 |
BERRY DUNN2 years 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 | $77,319 | $204,517-62.2% | $69,480+11.3% | $77,775-0.6% |
| Participation rate | 64.4% | 74.6%-10.3pp | 74.6%-10.2pp | 73.2%-8.8pp |
| Annual return | 20.29% | 22.10%-1.8pp | 28.99%-8.7pp | 32.58%-12.3pp |
| Employer contribution / active EE | $1,219 | $3,548-65.6% | $2,780-56.1% | $2,504-51.3% |
| Participant deferral / active EE | $4,129 | $3,478+18.7% | $3,537+16.8% | $3,966+4.1% |
| Admin fee / account holder | $44 | $101-56.6% | $3,840-98.9% | $100-56.4% |