Filed January 5, 2017 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $174,112 |
SAGE ADVISORY SERVICES1 year Service code 16 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Consulting | $39,804 |
NATIONAL FINANCIAL SERVICES3+ years Service code 16 · EIN 04-3523567 | Consulting | $0 |
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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 | $1,723,788-100.0% | $350,496-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 1.9%-1.9pp |
| Annual return | 13.33% | 11.05%+2.3pp | 12.88%+0.5pp | 23.90%-10.6pp |
| Employer contribution / active EE | $35,211 | $15,936+120.9% | $40,010-12.0% | $16,539+112.9% |
| Participant deferral / active EE | $0 | $41-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,226-100.0% | $18,975-100.0% |