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, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $100,000 |
Filed as: FIDELITY INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $55,171 |
ROPES & GRAY LLP6 years Filed as: ROPES & GRAY, LLP Service code 29 · EIN 04-2233412 | Legal | $36,632 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $30,500 |
TIAA9 years Service code 37 · EIN 13-1624203 | Loan Processing | $14,053 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON ADVISORS LLC Service code 10 · EIN 99-1856619 | Accounting | $9,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $216,609 | $117,148+84.9% | $67,560+220.6% | $99,313+118.1% |
| Participation rate | 79.8% | 72.7%+7.1pp | 72.9%+6.9pp | 71.7%+8.1pp |
| Annual return | 13.93% | 14.15%-0.2pp | 3533.50%-3519.6pp | 17.67%-3.7pp |
| Employer contribution / active EE | $6,716 | $4,623+45.3% | $2,737+145.4% | $3,264+105.7% |
| Participant deferral / active EE | $7,102 | $4,782+48.5% | $4,004+77.4% | $5,346+32.9% |
| Admin fee / account holder | $20 | $50-59.8% | $3,994-99.5% | $109-81.6% |