Filed February 8, 2012 (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 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $487,999 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $469,826 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $80,000 |
CLIFTONLARSONALLEN LLP6 years Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $10,064 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,244 | $153,784-49.8% | $105,624-26.9% | $99,313-22.2% |
| Participation rate | 94.0% | 92.3%+1.7pp | 75.3%+18.7pp | 71.7%+22.3pp |
| Annual return | 17.01% | 14.98%+2.0pp | 116.20%-99.2pp | 17.67%-0.7pp |
| Employer contribution / active EE | $2,401 | $5,293-54.6% | $3,168-24.2% | $3,264-26.4% |
| Participant deferral / active EE | $4,309 | $8,286-48.0% | $5,013-14.0% | $5,346-19.4% |
| Admin fee / account holder | $100 | $77+29.6% | $10,961-99.1% | $109-8.2% |