Filed October 4, 2011 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES3 years Filed as: SAGE ADVISORY SERVICES LTD Service code 15 · EIN 74-2798841 | Recordkeeping | $118,349 |
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 | Actuarial | $113,429 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 17 · EIN 36-4001764 | Pension Consulting | $88,674 |
Filed as: PRINCIPAL FINANCIAL GROUP INC Service code 15 · EIN 42-1520346 | Recordkeeping | $19,689 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $17,700 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | -1.32% | 7.22%-8.5pp | 6.70%-8.0pp | 8.21%-9.5pp |
| Employer contribution / active EE | $0 | $12,542-100.0% | $25,217-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |