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 SERVICES6 years Filed as: SAGE ADVISORY SERVICES LTD. CO. Service code 27 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Plan) | $131,741 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $78,597 |
WINTRUST INVESTMENTS LLC5 years Service code 27 231 SOUTH LASALLE STREET · CHICAGO, IL 60604 | Advisory (Plan) | $40,000 |
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON Service code 27 1 NORTH FRANKLIN STREET · CHICAGO, IL 60606 | Advisory (Plan) | $20,222 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $398,892-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 54.1%-54.1pp | 2.3%-2.3pp |
| Annual return | -5.63% | 7.31%-12.9pp | 8.54%-14.2pp | 37.77%-43.4pp |
| Employer contribution / active EE | $0 | $9,805-100.0% | $37,153-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $77,551-100.0% | $9,287-100.0% |