Filed January 29, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO., LLC Service code 37 · EIN 04-2647786 | Loan Processing | $82,778 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $59,909 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $27,868 |
MOSS ADAMS LLP10+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $22,050 |
NIXON PEABODY LLP8 years Service code 29 · EIN 16-0764720 | Legal | $7,293 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,148 | $117,148+20.5% | $67,560+108.9% | $99,313+42.1% |
| Participation rate | 17.8% | 72.7%-54.9pp | 72.9%-55.2pp | 71.7%-53.9pp |
| Annual return | 13.54% | 14.15%-0.6pp | 3533.50%-3520.0pp | 17.67%-4.1pp |
| Employer contribution / active EE | $751 | $4,623-83.8% | $2,737-72.6% | $3,264-77.0% |
| Participant deferral / active EE | $848 | $4,782-82.3% | $4,004-78.8% | $5,346-84.1% |
| Admin fee / account holder | $106 | $50+112.4% | $3,994-97.3% | $109-2.6% |