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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES7 years Filed as: SAGE ADVISORY SERVICES LTD. CO. Service code 27 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Plan) | $134,949 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $88,627 |
WINTRUST INVESTMENTS LLC6 years Service code 27 231 SOUTH LASALLE STREET · CHICAGO, IL 60604 | Advisory (Plan) | $40,000 |
THE BANK OF NEW YORK MELLON6 years Filed as: BNY MELLON Service code 27 1 NORTH FRANKLIN STREET · CHICAGO, IL 60606 | Advisory (Plan) | $17,867 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT, LLP Service code 10 · EIN 56-0574444 | Accounting | $8,925 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 5.91% | 3.90%+2.0pp | 8.61%-2.7pp | 8.76%-2.8pp |
| Employer contribution / active EE | $0 | $12,005-100.0% | $33,046-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |