Filed January 24, 2017
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.
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $342,887 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $90,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,491 | $110,258+17.4% | $102,460+26.4% | $200,096-35.3% |
| Participation rate | 95.8% | 86.3%+9.5pp | 76.5%+19.3pp | 72.0%+23.8pp |
| Annual return | 13.76% | 35.78%-22.0pp | 29.47%-15.7pp | 34.26%-20.5pp |
| Employer contribution / active EE | $4,301 | $3,605+19.3% | $3,025+42.2% | $3,038+41.6% |
| Participant deferral / active EE | $8,331 | $6,377+30.6% | $5,056+64.8% | $5,090+63.7% |
| Admin fee / account holder | $83 | $122-31.9% | $9,460-99.1% | $269-69.1% |