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., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $93,822 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $44,000 |
NIXON PEABODY LLP3 years Filed as: NIXON PEABODY Service code 29 · EIN 16-0764720 | Legal | $35,372 |
MOSS ADAMS LLP7+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $19,425 |
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,957 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,087 | $120,057+11.7% | $75,728+77.1% | $93,010+44.2% |
| Participation rate | 21.8% | 77.3%-55.5pp | 74.8%-53.0pp | 73.9%-52.1pp |
| Annual return | 12.85% | 19.62%-6.8pp | 104.66%-91.8pp | 158.70%-145.9pp |
| Employer contribution / active EE | $1,126 | $3,253-65.4% | $2,743-59.0% | $2,705-58.4% |
| Participant deferral / active EE | $968 | $4,089-76.3% | $3,820-74.7% | $4,561-78.8% |
| Admin fee / account holder | $106 | $81+30.7% | $3,620-97.1% | $152-29.8% |