Filed February 6, 2014 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES8 years Filed as: SAGE ADVISORY SERVICES LTD. CO. Service code 27 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Plan) | $134,555 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $77,274 |
WINTRUST INVESTMENTS LLC7 years Service code 27 231 SOUTH LASALLE STREET · CHICAGO, IL 60604 | Advisory (Plan) | $30,000 |
THE BANK OF NEW YORK MELLON7 years Filed as: BNY MELLON Service code 27 1 NORTH FRANKLIN STREET · CHICAGO, IL 60606 | Advisory (Plan) | $24,931 |
CHERRY BEKAERT LLP2 years Filed as: CHERRY BEKAERT, LLP Service code 10 · EIN 56-0574444 | Accounting | $22,890 |
Filed as: ONEDIGITAL Service code 17 200 GALLERIA PARKWAY · ATLANTA, GA 30339 | Pension Consulting | $10,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $104,795-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 50.0%-50.0pp | 2.9%-2.9pp |
| Annual return | 4.69% | 8.39%-3.7pp | 12.12%-7.4pp | 8.39%-3.7pp |
| Employer contribution / active EE | $14,228 | $18,340-22.4% | $33,582-57.6% | $18,340-22.4% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $0-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $130-100.0% | $200-100.0% |