Filed March 13, 1997
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $77,822 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE, INC Service code 28 · EIN 53-0181291 | Investment Management | $50,383 |
KPMG LLP4+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $19,372 |
TRUCKER HUSS1 year Service code 28 · EIN 94-3216063 | Investment Management | $7,673 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,495 |
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 | $159,120 | $70,083+127.0% | $59,899+165.6% | $55,727+185.5% |
| Participation rate | 97.9% | 78.4%+19.6pp | 74.7%+23.3pp | 70.9%+27.1pp |
| Annual return | -3.21% | 3.13%-6.3pp | 3.46%-6.7pp | 244.94%-248.2pp |
| Employer contribution / active EE | $4,591 | $2,878+59.5% | $2,723+68.6% | $2,078+120.9% |
| Participant deferral / active EE | $5,386 | $3,079+74.9% | $3,403+58.3% | $3,356+60.5% |
| Admin fee / account holder | $114 | $70+62.7% | $3,592-96.8% | $115-0.7% |