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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,598 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $20,808 |
C-BEN GROUP1 year Service code 13 · EIN 85-1191330 | Contract Administrator | $17,477 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $11,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,332 | $60,454+153.6% | $81,844+87.3% | $74,459+105.9% |
| Participation rate | 91.5% | 63.0%+28.6pp | 72.4%+19.1pp | 67.2%+24.3pp |
| Annual return | 18.12% | 16.87%+1.2pp | 778.87%-760.8pp | 1369.70%-1351.6pp |
| Employer contribution / active EE | $13,088 | $2,630+397.7% | $2,916+348.8% | $2,626+398.4% |
| Participant deferral / active EE | $9,460 | $3,398+178.4% | $4,323+118.8% | $4,350+117.5% |
| Admin fee / account holder | $346 | $1,490-76.8% | $7,355-95.3% | $1,945-82.2% |