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.
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC9+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $75,000 |
Filed as: FIDELITY INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $69,923 |
MAYER HOFFMAN MCCANN P.C.9+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $20,970 |
TIAA8+ years Service code 37 · EIN 13-1624203 | Loan Processing | $5,225 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,406 | $111,545+81.5% | $64,056+216.0% | $103,482+95.6% |
| Participation rate | 73.4% | 74.9%-1.5pp | 72.3%+1.1pp | 73.3%+0.1pp |
| Annual return | 23.90% | 17.80%+6.1pp | 33.69%-9.8pp | 33.11%-9.2pp |
| Employer contribution / active EE | $5,365 | $4,573+17.3% | $2,747+95.4% | $3,208+67.3% |
| Participant deferral / active EE | $6,080 | $4,715+28.9% | $3,880+56.7% | $5,207+16.8% |
| Admin fee / account holder | $15 | $45-67.1% | $3,068-99.5% | $114-87.0% |