Filed September 30, 2013
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 |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 3101 N CENTRAL AVE SUITE 300 · PHOENIX, AZ 85018 | Accounting | $14,500 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: MJM401K Service code 16 · EIN 86-0882983 4647 N 32ND STREET · PHOENIX, AZ 85018 | Consulting | $8,000 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ITS Service code 15 · EIN 41-6257133 PO BOX 2577 · WACO, TX 76702 | Recordkeeping | $4,962 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,971 | $57,921+29.4% | $84,750-11.5% | $57,658+30.0% |
| Participation rate | 86.8% | 72.9%+13.9pp | 76.6%+10.2pp | 70.2%+16.6pp |
| Annual return | 10.45% | 10.24%+0.2pp | 22.78%-12.3pp | 5.13%+5.3pp |
| Employer contribution / active EE | $4,119 | $2,598+58.5% | $3,574+15.2% | $1,974+108.7% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $50 | $130-61.2% | $5,332-99.1% | $95-46.8% |