Filed November 25, 2002
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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $60,000 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $35,600 |
ROPES & GRAY LLP1+ years Filed as: ROPES AND GRAY LLP Service code 29 · EIN 04-2233412 | Legal | $26,224 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$102,802 |
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 | $194,250 | $112,772+72.3% | $57,357+238.7% | $59,188+228.2% |
| Participation rate | 74.1% | 71.3%+2.8pp | 75.1%-1.0pp | 69.4%+4.7pp |
| Annual return | 1.78% | 0.85%+0.9pp | 24.41%-22.6pp | 5.51%-3.7pp |
| Employer contribution / active EE | $8,328 | $3,400+144.9% | $2,689+209.7% | $2,098+297.0% |
| Participant deferral / active EE | $4,689 | $3,010+55.8% | $3,162+48.3% | $3,265+43.6% |
| Admin fee / account holder | $1 | $144-99.5% | $3,357-100.0% | $92-99.3% |