Filed June 7, 2018 (most recent of 2 filings on file)
Total covered: 46 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $107,371 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $61,800 |
WILLIS TOWERS WATSON US LLC5 years Service code 10 · EIN 53-0181291 | Accounting | $11,000 |
RSM US LLP8 years Service code 10 · EIN 42-0714325 | Accounting | $6,996 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,593 | $104,544+26.8% | $96,534+37.4% | $80,157+65.4% |
| Participation rate | 97.3% | 86.4%+11.0pp | 76.0%+21.3pp | 72.9%+24.4pp |
| Annual return | 16.84% | 21.79%-5.0pp | 25.88%-9.0pp | 40.39%-23.6pp |
| Employer contribution / active EE | $3,338 | $3,527-5.4% | $2,965+12.6% | $2,977+12.1% |
| Participant deferral / active EE | $8,542 | $6,170+38.4% | $4,851+76.1% | $5,015+70.3% |
| Admin fee / account holder | $79 | $107-26.0% | $8,253-99.0% | $145-45.4% |