Filed December 31, 1992
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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Account maintenance fees; Float reven... | $67,844 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 28 · EIN 33-0818667 | Investment Management | $12,500 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,976 | $53,204-49.3% | $155,556-82.7% | $200,096-86.5% |
| Participation rate | 31.9% | 64.1%-32.2pp | 78.2%-46.3pp | 72.0%-40.1pp |
| Annual return | 11.57% | 41.02%-29.5pp | 64.84%-53.3pp | 34.26%-22.7pp |
| Employer contribution / active EE | $247 | $1,850-86.6% | $4,675-94.7% | $3,038-91.9% |
| Participant deferral / active EE | $1,101 | $3,163-65.2% | $5,631-80.5% | $5,090-78.4% |
| Admin fee / account holder | $104 | $186-43.9% | $15,885-99.3% | $269-61.3% |