Filed October 11, 2005
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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 1920 MAIN ST., SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $22,383 |
Service code 13 · EIN 23-3038464 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19130 | Contract Administrator | $15,265 |
Service code 13 · EIN 33-0672911 1871 THE ALAMEDA, SUITE 100 · SAN JOSE, CA 95126 | Contract Administrator | $2,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $116,395 | $54,763+112.5% | $90,324+28.9% | $72,976+59.5% |
| Participation rate | 88.9% | 65.2%+23.7pp | 73.3%+15.6pp | 69.5%+19.4pp |
| Annual return | 5.87% | 30.63%-24.8pp | 78.15%-72.3pp | 81.02%-75.1pp |
| Employer contribution / active EE | $10,088 | $2,093+381.9% | $2,856+253.3% | $2,440+313.5% |
| Participant deferral / active EE | $8,609 | $2,887+198.2% | $3,885+121.6% | $3,608+138.6% |
| Admin fee / account holder | $336 | $3,973-91.5% | $5,356-93.7% | $5,124-93.4% |