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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $52,076 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $27,000 |
BERRY DUNN1 year Filed as: BERRY, DUNN, MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $11,900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,998 | $94,836+3.3% | $75,728+29.4% | $86,828+12.9% |
| Participation rate | 76.8% | 79.1%-2.4pp | 74.8%+1.9pp | 72.3%+4.5pp |
| Annual return | 14.75% | 16.90%-2.2pp | 104.66%-89.9pp | 97.95%-83.2pp |
| Employer contribution / active EE | $4,653 | $2,908+60.0% | $2,743+69.6% | $2,406+93.4% |
| Participant deferral / active EE | $4,460 | $3,632+22.8% | $3,820+16.8% | $4,132+7.9% |
| Admin fee / account holder | $58 | $108-46.6% | $3,620-98.4% | $170-65.9% |