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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $75,760 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $65,000 |
KPMG LLP6+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $20,943 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON DELAWARE, INC Service code 28 · EIN 53-0181291 | Investment Management | $10,207 |
TRUCKER HUSS3 years Service code 28 · EIN 94-3216063 | Investment Management | $144 |
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 | $195,300 | $84,948+129.9% | $70,476+177.1% | $73,412+166.0% |
| Participation rate | 96.5% | 79.9%+16.5pp | 75.1%+21.4pp | 72.2%+24.3pp |
| Annual return | 11.75% | 13.39%-1.6pp | 109.12%-97.4pp | 59.30%-47.5pp |
| Employer contribution / active EE | $4,473 | $2,834+57.8% | $2,738+63.4% | $2,234+100.3% |
| Participant deferral / active EE | $5,325 | $3,387+57.2% | $3,710+43.5% | $3,806+39.9% |
| Admin fee / account holder | $122 | $98+24.8% | $3,847-96.8% | $158-22.4% |