Filed January 5, 2017 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES2 years Service code 16 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Consulting | $176,216 |
Service code 11 · EIN 13-3689044 | Actuarial | $170,000 |
NATIONAL FINANCIAL SERVICES4+ years Service code 16 · EIN 04-3523567 | Consulting | $0 |
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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 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 | $18,026,966-100.0% | $336,864-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 1.8%-1.8pp |
| Annual return | -4.79% | -1.65%-3.1pp | -3.29%-1.5pp | 0.19%-5.0pp |
| Employer contribution / active EE | $0 | $15,083-100.0% | $36,762-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $11-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $6,121-100.0% | $426-100.0% |