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 | $24,682 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $23,078 |
BERRY DUNN2 years Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $11,800 |
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 | $68,543 | $95,542-28.3% | $69,480-1.3% | $67,584+1.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 17.29% | 17.67%-0.4pp | 28.99%-11.7pp | 378.59%-361.3pp |
| Employer contribution / active EE | $5,986 | $2,989+100.3% | $2,780+115.3% | $2,148+178.7% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,537-100.0% | $3,540-100.0% |
| Admin fee / account holder | $32 | $90-64.5% | $3,840-99.2% | $142-77.6% |