Filed February 2, 2010 (most recent of 5 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2644778 | Loan Processing | $261,380 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $141,986 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 28 · EIN 33-0818667 | Investment Management | $75,000 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $23,399 |
TORREY WEALTH LLC1 year Service code 28 · EIN 85-3238457 | Investment Management | $8,772 |
RELIANCE TRUST COMPANY5 years Filed as: RELIANCE TRUST Service code 21 | Bank Trustee | $55 |
ADP BROKER-DEALER5 years Service code 59 | Shareholder Servicing | $0 |
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 | $188,820 | $120,057+57.3% | $75,728+149.3% | $93,010+103.0% |
| Participation rate | 100.0% | 77.3%+22.7pp | 74.8%+25.2pp | 73.9%+26.1pp |
| Annual return | 13.44% | 19.62%-6.2pp | 104.66%-91.2pp | 158.70%-145.3pp |
| Employer contribution / active EE | $3,664 | $3,253+12.6% | $2,743+33.5% | $2,705+35.4% |
| Participant deferral / active EE | $6,145 | $4,089+50.3% | $3,820+60.9% | $4,561+34.7% |
| Admin fee / account holder | $147 | $81+80.7% | $3,620-95.9% | $152-3.0% |