Filed November 12, 2007 (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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $60,641 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $15,352 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $3,014 |
Filed as: VALIC ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $30 |
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 | $126,913 | $65,960+92.4% | $81,882+55.0% | $77,762+63.2% |
| Participation rate | 97.5% | 65.8%+31.7pp | 72.4%+25.1pp | 70.6%+26.9pp |
| Annual return | 13.73% | 26.64%-12.9pp | 779.47%-765.7pp | 31.27%-17.5pp |
| Employer contribution / active EE | $8,579 | $2,375+261.2% | $2,916+194.2% | $2,728+214.5% |
| Participant deferral / active EE | $5,365 | $3,505+53.0% | $4,323+24.1% | $4,651+15.3% |
| Admin fee / account holder | $119 | $526-77.4% | $7,360-98.4% | $433-72.5% |