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 SERVICES2 years Filed as: SAGE ADVISORY SERVICES LTD. CO. Service code 27 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Plan) | $88,394 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $39,193 |
WINTRUST INVESTMENTS LLC2 years Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 27 231 S LASALLE ST · CHICAGO, IL 62226 | Advisory (Plan) | $20,000 |
WINTRUST INVESTMENTS LLC1 year Service code 27 231 SOUTH LASALLE STREET · CHICAGO, IL 60604 | Advisory (Plan) | $20,000 |
Filed as: BNY MELLON Service code 27 1 NORTH FRANKLIN STREET · CHICAGO, IL 60606 | Advisory (Plan) | $14,102 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $3,370,408-100.0% | $286,273-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 1.2%-1.2pp |
| Annual return | 4.05% | 16.35%-12.3pp | 10.78%-6.7pp | 53.27%-49.2pp |
| Employer contribution / active EE | $7,197 | $11,482-37.3% | $41,857-82.8% | $14,774-51.3% |
| Participant deferral / active EE | $0 | $34-100.0% | $59-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $83,605-100.0% | $13,289-100.0% |