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, LLC7+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 10 · EIN 33-0818667 | Accounting | $110,000 |
ROPES & GRAY LLP3 years Filed as: ROPES & GRAY, LLP Service code 29 · EIN 04-2233412 | Legal | $37,450 |
MAYER HOFFMAN MCCANN P.C.7+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $28,125 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$565,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,930 | $127,246+93.3% | $75,728+224.8% | $101,555+142.2% |
| Participation rate | 34.9% | 76.6%-41.6pp | 74.8%-39.9pp | 74.5%-39.6pp |
| Annual return | 13.69% | 14.35%-0.7pp | 104.66%-91.0pp | 21.00%-7.3pp |
| Employer contribution / active EE | $4,596 | $4,333+6.1% | $2,743+67.5% | $2,972+54.6% |
| Participant deferral / active EE | $4,908 | $4,639+5.8% | $3,820+28.5% | $4,874+0.7% |
| Admin fee / account holder | $23 | $42-45.2% | $3,620-99.4% | $139-83.7% |