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, LLC4+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 10 · EIN 33-0818667 | Accounting | $110,000 |
MAYER HOFFMAN MCCANN P.C.4+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $47,143 |
Filed as: CBIZ Service code 10 · EIN 26-3753134 | Accounting | $5,630 |
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | -$268,163 |
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 | $194,738 | $91,937+111.8% | $59,899+225.1% | $68,904+182.6% |
| Participation rate | 49.0% | 74.4%-25.4pp | 74.7%-25.7pp | 74.1%-25.1pp |
| Annual return | -2.84% | -3.10%+0.3pp | 3.46%-6.3pp | 1.07%-3.9pp |
| Employer contribution / active EE | $5,082 | $4,347+16.9% | $2,723+86.6% | $2,540+100.1% |
| Participant deferral / active EE | $5,226 | $3,817+36.9% | $3,403+53.6% | $4,015+30.2% |
| Admin fee / account holder | $32 | $27+19.9% | $3,592-99.1% | $71-55.1% |