Filed December 20, 1 (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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $110,995 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $28,940 |
BLACKROCK1 year Service code 52 · EIN 13-3806694 | Indirect Investment Fees | $0 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4625304 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,031 | $75,284-42.8% | $91,004-52.7% | $69,631-38.2% |
| Participation rate | 88.5% | 80.4%+8.1pp | 75.6%+12.9pp | 70.7%+17.8pp |
| Annual return | 14.65% | 48.40%-33.7pp | 4.60%+10.0pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $1,741 | $2,473-29.6% | $2,456-29.1% | $2,032-14.4% |
| Participant deferral / active EE | $1,859 | $3,700-49.7% | $3,548-47.6% | $3,224-42.3% |
| Admin fee / account holder | $257 | $111+132.4% | $5,417-95.3% | $110+132.7% |