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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $32,088 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Service code 10 · EIN 33-0818667 | Accounting | $29,250 |
BERRY DUNN6 years 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 | $82,572 | $94,836-12.9% | $75,728+9.0% | $86,828-4.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 74.8%+25.2pp | 72.3%+27.7pp |
| Annual return | 12.84% | 16.90%-4.1pp | 104.66%-91.8pp | 97.95%-85.1pp |
| Employer contribution / active EE | $3,171 | $2,908+9.1% | $2,743+15.6% | $2,406+31.8% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,820-100.0% | $4,132-100.0% |
| Admin fee / account holder | $39 | $108-64.5% | $3,620-98.9% | $170-77.3% |