Filed December 20, 2012
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $73,182 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $61,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,949 | $81,302+15.6% | $76,002+23.6% | $199,768-53.0% |
| Participation rate | 57.6% | 70.1%-12.5pp | 69.1%-11.5pp | 72.0%-14.5pp |
| Annual return | 13.33% | 16.31%-3.0pp | 360.07%-346.7pp | 34.26%-20.9pp |
| Employer contribution / active EE | $2,080 | $3,352-38.0% | $2,688-22.6% | $3,037-31.5% |
| Participant deferral / active EE | $4,471 | $4,721-5.3% | $4,257+5.0% | $5,090-12.2% |
| Admin fee / account holder | $60 | $145-58.9% | $6,414-99.1% | $269-77.9% |