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 |
|---|---|---|
TIAA8+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $110,912 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 28 · EIN 33-0818667 | Investment Management | $96,070 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON DELAWARE, INC Service code 28 · EIN 53-0181291 | Investment Management | $32,541 |
KMH LLP1 year Filed as: KMH Service code 10 · EIN 42-1539623 | Accounting | $21,288 |
Filed as: NEW PINNACLE CONSULTING GROUP Service code 17 · EIN 26-1233837 | Pension Consulting | $5,016 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,111 | $79,124+137.7% | $60,899+208.9% | $64,814+190.2% |
| Participation rate | 93.3% | 77.7%+15.6pp | 73.1%+20.2pp | 71.5%+21.9pp |
| Annual return | -10.03% | -7.13%-2.9pp | 16.92%-27.0pp | 32.84%-42.9pp |
| Employer contribution / active EE | $4,795 | $3,050+57.2% | $2,702+77.4% | $2,507+91.3% |
| Participant deferral / active EE | $5,679 | $3,725+52.5% | $3,817+48.8% | $4,310+31.7% |
| Admin fee / account holder | $185 | $106+74.7% | $3,225-94.3% | $188-1.7% |