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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $81,907 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $23,760 |
BDMP ASSURANCE, LLP1 year Service code 10 · EIN 99-4708358 | Accounting | $14,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,369 | $113,568-16.0% | $67,560+41.2% | $200,096-52.3% |
| Participation rate | 86.1% | 73.3%+12.8pp | 72.9%+13.2pp | 72.0%+14.1pp |
| Annual return | 13.07% | 15.88%-2.8pp | 3533.50%-3520.4pp | 34.26%-21.2pp |
| Employer contribution / active EE | $1,629 | $3,409-52.2% | $2,737-40.5% | $3,038-46.4% |
| Participant deferral / active EE | $5,311 | $4,163+27.6% | $4,004+32.7% | $5,090+4.4% |
| Admin fee / account holder | $65 | $102-36.7% | $3,994-98.4% | $269-75.9% |