Filed June 7, 2018 (most recent of 2 filings on file)
Total covered: 46 employees
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $63,242 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $48,103 |
RSM US LLP9 years Service code 10 · EIN 42-0714325 | Accounting | $23,474 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,566 |
WILLIS TOWERS WATSON US LLC6 years Service code 16 · EIN 53-0181291 | Consulting | $15,000 |
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 | $154,481 | $110,258+40.1% | $102,460+50.8% | $200,096-22.8% |
| Participation rate | 96.4% | 86.3%+10.0pp | 76.5%+19.8pp | 72.0%+24.3pp |
| Annual return | 14.31% | 35.78%-21.5pp | 29.47%-15.2pp | 34.26%-20.0pp |
| Employer contribution / active EE | $3,630 | $3,605+0.7% | $3,025+20.0% | $3,038+19.5% |
| Participant deferral / active EE | $8,421 | $6,377+32.0% | $5,056+66.5% | $5,090+65.4% |
| Admin fee / account holder | $55 | $122-54.7% | $9,460-99.4% | $269-79.4% |