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 |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $75,226 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $65,000 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON DELAWARE, INC Service code 28 · EIN 53-0181291 | Investment Management | $26,320 |
KPMG LLP5+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $20,157 |
TRUCKER HUSS2 years Service code 28 · EIN 94-3216063 | Investment Management | $5,603 |
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 | $174,636 | $95,542+82.8% | $69,480+151.3% | $67,584+158.4% |
| Participation rate | 96.8% | 79.4%+17.5pp | 74.6%+22.2pp | 71.3%+25.6pp |
| Annual return | 16.78% | 17.67%-0.9pp | 28.99%-12.2pp | 378.59%-361.8pp |
| Employer contribution / active EE | $4,249 | $2,989+42.2% | $2,780+52.9% | $2,148+97.8% |
| Participant deferral / active EE | $5,083 | $3,263+55.8% | $3,537+43.7% | $3,540+43.6% |
| Admin fee / account holder | $133 | $90+47.6% | $3,840-96.5% | $142-6.8% |