Filed March 15, 2006
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 |
|---|---|---|
Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $17,500 |
VBA BENEFITS CORPORATION6+ years Service code 49 · EIN 54-1741662 | Other Services | $13,153 |
Filed as: VOYA FINANCIAL Service code 19 · EIN 71-0294708 | Securities Custodian | $9,805 |
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 54-1428634 | Securities Custodian | $8,720 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 12.10% | 9.58%+2.5pp | 9.52%+2.6pp | 11.45%+0.6pp |
| Employer contribution / active EE | $6,024 | $21,155-71.5% | $41,951-85.6% | $17,219-65.0% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |