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 |
|---|---|---|
TIAA7+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $96,346 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 28 · EIN 33-0818667 | Investment Management | $38,852 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON DELAWARE, INC Service code 28 · EIN 53-0181291 | Investment Management | $29,769 |
KPMG LLP7+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $21,571 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,826 | $94,836+127.6% | $75,728+185.0% | $86,828+148.6% |
| Participation rate | 94.2% | 79.1%+15.1pp | 74.8%+19.4pp | 72.3%+21.9pp |
| Annual return | 12.37% | 16.90%-4.5pp | 104.66%-92.3pp | 97.95%-85.6pp |
| Employer contribution / active EE | $4,492 | $2,908+54.5% | $2,743+63.8% | $2,406+86.7% |
| Participant deferral / active EE | $5,379 | $3,632+48.1% | $3,820+40.8% | $4,132+30.2% |
| Admin fee / account holder | $135 | $108+24.4% | $3,620-96.3% | $170-20.5% |