Filed June 8, 2009 (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 |
|---|---|---|
Filed as: PPG RETIREMENT PLAN SERVICES LTD Service code 49 | Other Services | $5,644 |
SAGEPOINT FINANCIAL INC1 year Filed as: FSC AGENCY, INC. Service code 55 | Other Commissions | $11 |
SAGEPOINT FINANCIAL INC1 year Filed as: FSC AGENCY INC. Service code 55 · EIN 06-1375177 2300 WINDY RIDGE PKWY SE STE 1100 · ATLANTA, GA 30339 | Other Commissions | $0 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 49 · EIN 71-0294708 5525 GREEN BAY ROAD, SUITE 200 · KENOSHA, WI 53144 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,902 | $56,438+22.1% | $76,872-10.4% | $71,511-3.6% |
| Participation rate | 68.4% | 64.3%+4.1pp | 69.6%-1.2pp | 67.9%+0.5pp |
| Annual return | 14.73% | 19.05%-4.3pp | 37.90%-23.2pp | 28.86%-14.1pp |
| Employer contribution / active EE | $3,001 | $1,864+61.0% | $2,533+18.5% | $2,589+15.9% |
| Participant deferral / active EE | $4,751 | $3,136+51.5% | $3,832+24.0% | $4,291+10.7% |
| Admin fee / account holder | $113 | $1,430-92.1% | $5,476-97.9% | $1,588-92.9% |