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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $53,188 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $24,240 |
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 | $85,537 | $91,710-6.7% | $67,560+26.6% | $77,762+10.0% |
| Participation rate | 99.3% | 76.0%+23.3pp | 72.9%+26.4pp | 70.6%+28.7pp |
| Annual return | 12.46% | 14.88%-2.4pp | 3533.50%-3521.0pp | 31.27%-18.8pp |
| Employer contribution / active EE | $6,767 | $3,187+112.3% | $2,737+147.3% | $2,728+148.1% |
| Participant deferral / active EE | $0 | $3,911-100.0% | $4,004-100.0% | $4,651-100.0% |
| Admin fee / account holder | $45 | $245-81.5% | $3,994-98.9% | $433-89.5% |