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, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 10 · EIN 33-0818667 | Accounting | $70,000 |
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $33,694 |
ROPES & GRAY LLP2+ years Filed as: ROPES AND GRAY LLP Service code 29 · EIN 04-2233412 | Legal | $25,625 |
TIAA1 year Service code 37 · EIN 13-1624203 | Loan Processing | $158 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$263,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $208,376 | $91,420+127.9% | $57,196+264.3% | $65,292+219.1% |
| Participation rate | 56.5% | 72.6%-16.1pp | 75.3%-18.8pp | 72.4%-15.9pp |
| Annual return | 27.21% | 7.55%+19.7pp | 14.59%+12.6pp | 11.84%+15.4pp |
| Employer contribution / active EE | $4,836 | $3,776+28.1% | $2,683+80.2% | $2,302+110.1% |
| Participant deferral / active EE | $2,731 | $3,512-22.2% | $3,096-11.8% | $3,579-23.7% |
| Admin fee / account holder | $1 | $22-96.6% | $3,141-100.0% | $57-98.7% |